Client strategies

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

There really is such a thing as good advice badly given.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

Here's a look at the cities where both home purchase prices and monthly rents are starting to ease.

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."