Client strategies

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.

Dual-income couples benefit less from Social Security.

Advisors can’t underestimate the emotional toll an exit can impose.

Former All-Star Tony Parker, newly hired by a planning firm, and top wealth managers offer new pros free financial advice.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

There are dangerous misconceptions that can lead to financial hardships in retirement.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.

Advisors will find the lowest, near-zero fund. Do they read the fine print?

Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.