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A handy cheat sheet of some of the most useful Social Security planning strategies.

Implementing the rule is a key legacy goal of the Obama administration.

Here are the best quotes we heard and the most interesting statistics we saw at the annual Bank Insurance & Securities Association conference.

"The number of quality buyers has grown significantly," Jon Beatty, SVP, sales and relationship management for Charles Schwab Advisor Services.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

As they reach retirement, clients particularly need help in this area. Get yourself situated to help them.

Although an arbitration panel sided against the wirehouse, it awarded her far less than the $476 million in damages she had sought.

Ginnie Mae funds have their benefits, but they may be vulnerable to falling — and rising — interest rates.

Portfolio simulation shows that the retirement bucket strategy didn't perform well last year, prompting rebalancing to meet living costs; plus, how to get people to delay retirement.

Want to help your clients make smart financial decisions and earn their trust? Here is what you should(n’t) do, says our columnist.