Disaster recovery

The storm devastated Puerto Rico, which has seen a surge of client complaints.

Advisor Jonathan Swanburg has insights for advisors with clients affected by natural disaster.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

The hurricane poses staffing and data challenges on firms with large facilities in its path.

“You can’t serve the public if your employees are shellshocked,” said one top banker, comments echoed by other institutions dealing with the aftermath of Hurricane Harvey.

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid victims.

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

Disaster survival tips from Texas-based advisor Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force.