Retirement planning

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.

Being a homeowner may not be the most cost efficient move in some areas.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights