Retirement planning

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

Despite the possibility of having a tax-advantaged health savings account, workers with high deductible health plans are less likely to see their doctors.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Previous life stages all have compelling examples and clear stories that guide and engage us through the decades. Retirement, not so much.

Clients may not even know the right questions. You need to tell them, and provide the answers.