Client strategies

IRS data provides all the information needed to figure out the answer.

This $1.5 trillion dilemma doesn’t discriminate.

Financial advisors and their firms are providing zero-interest loans, free counseling and fresh ideas for some 800,000 federal workers going without pay.

Our industry is not becoming more consolidated. It’s becoming more fragmented.

Being a homeowner may not be the most cost efficient move in some areas.

Muni bonds are giving younger investors the opportunity to put their money to work in ways that they value.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

Planners appear to be breaking away from the AUM fee structure.

From public service to operating a craft brewery, planners are keeping busy outside the office.

Helping clients understand casualty loss rules following an unexpected tragedy.

In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?

The organization of CFP volunteers and other nonprofits are ramping up services and recognition for advisors who do good deeds.

Even as equities have taken a beating, I haven't received a single frantic call or text.

Building income streams that mimic the predictability of a working lifestyle is a delicate skill.

Sometimes little things have the biggest impact.

When they get jittery about stock swings, their worries create a huge opportunity for advisers. Here are actions to take right away.

These areas have slower home price appreciation and more favorable mortgage rate and wage conditions.