Client strategies

The service offers some do’s and don’ts for taxpayers who get a frightening envelope.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Helping clients navigate life choices is critical for differentiation.

It has become increasingly difficult to time the market.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Nobel laureate Robert Shiller says these products could offer both investors and issuers a number of real advantages.

This group racked up strong returns over a 24-year span of above-median inflation.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Money market yields were low after the financial crisis — but that's no longer the case. Here's what advisors should do.

Despite a national trend of declining volume, a spike in foreclosure activity in these local markets has created a number of hot spots.

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.

The Tax Court rules that creditors must have hard evidence that an obligation is uncollectable before they deduct it.

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

Only about a third of advisors have an asset-transfer plan in place, according to research.