Retirement planning

Boosting the widow's benefit, while limiting the size of the increase for higher earners, could be a “well-targeted way to help reduce poverty for this vulnerable group.”

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.

Clients need more advice — and advisors must do better analysis before making recommendations.

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

Grave risks give advisors even more reasons to make retirement planning a priority.

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.