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An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.
March 1
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One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.
February 24
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Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.
February 23
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Advisers might want to steer their practices away from doctors and toward millennials.
February 23
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A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.
February 22
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The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.
February 21
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Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.
February 21
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A Senate bill would provide liability protections for advisors who report suspected abuse of senior clients.
February 21
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When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.
February 17
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Blooom CEO Chris Costello says the firm will not develop a white labeled version of its offering, as other robos have done with their platforms.
February 17 -
An adviser at the firm squandered the aging clients' retirement money on oil and gas investments and Puerto Rico bonds, their lawyer said.
February 16
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Finhabits is billed as the industry's first bilingual digital platform.
February 15
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With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.
February 15
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From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.
February 10
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Small businesses would not be allowed to enroll their employees automatically in state-run plans under legislation introduced in Congress.
February 9
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One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.
February 8
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Firms must ensure that best interest practices are part and parcel of every investment deal.
February 8 -
Investors need to increase their allocation to stocks and other riskier investments to get the portfolio return that they need to secure their retirement.
February 7 -
Clients can fully deduct their IRA contributions if they have no access to a workplace retirement plan.
February 6
