Retirement planning

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

Clients may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.

Clients will no longer be able to undo Roth conversions once the new tax law takes effect next year.

Seniors who are 70 1/2 and older should ensure that they take their first required minimum distribution from tax-deferred retirement accounts by December 29.

Clients should refrain from cosigning their child's student loan, as Social Security could garnish their retirement benefits if the child defaults on the loan payments.

What the next generation of tech innovation means for planners.

"Maybe commissions aren’t so evil after all?"