Retirement planning

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Investable assets isn't the only category in which this demographic outstrips others.

Incumbents and startups are developing partnerships to help clients navigate difficult rollovers.

With the expenses no longer deductible, will clients ask for new planning options?

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

Some senior clients might consider buying a quality supplemental insurance plan, according to a Morningstar expert.

As college debt rises, borrowers want different perks from their employers.

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.