Financial planning

Millennial women are making great strides in the workforce, but still "channel their inner ninth grade insecure freshman when it comes to financial matters," according to Fidelity's head of personal investing.

Retirees may start their search by visiting Medicare's website where they can compare facilities; plus, a moderate retirement saver portfolio for young investors and eight things investors should be thankful for.

Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.

Today we begin ranking the top advisors in the bank channel. Next week: The BIC Top 50.

Advisors with a combined $1.9 billion in client assets have joined Stifel Financial, Merrill Lynch and Raymond James. See the latest hires, moves and promotions among advisors at the wirehouses and regionals.

Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.

Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.

The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.

The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.

As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.

How monitoring mutual fund capital-gains distributions and avoiding the surtax can help clients reduce their tax bill for 2014; making charitable donations before Dec. 31 and prepaying state and local taxes for next year.

"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.

One is to check how much you've contributed to your 401(k) plans and IRAs; plus, how to determine the "funded status" of personal retirement plans and the steps to take to ease post-career anxiety.

As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.

Advisors from Merrill Lynch and Wells Fargo were elected to IMCA's board of directors.

The San Diego-based advisor allegedly participated in private securities transactions that resulted in two elderly investors losing more than $340,000.

Emphasis at the Women Advisors Forum in San Francisco is on smart strategies advisors can use to build their practices and support women in the industry.

"Most advisors are struggling to grow their businesses in a way that is directly impacting their bottom line," says FPA CEO Lauren Schadle. So what are firms that are growing doing right, and what should other advisors be doing differently?

Company founder filled account with stock that wasn't publicly traded and used low values to stay technically under the contribution limit; plus, jumbo-loan challenges for retirees and how to avoid the Medicare surcharge.

Donating a conservation easement can be beneficial both to the environment and to a client's tax bill.