Industries

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

Doing homework and knowing how to enter and how to exit are essential.

The probability of success with stocks and bonds is higher and much easier.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

The amount that can be transferred is equivalent to the HSA's annual contribution limit, which is $3,400 for singles and $6,750 for couples.

The $814 billion Beijing-based investment firm has more than a third of its portfolio in alternative assets.

The increase in real estate exposure is an “extraordinary move," according to an industry observer.

High-earning seniors are advised to carefully plan when they file for Social Security benefits.

Don’t underestimate how valuable your services can be when clients make property decisions.

Once you purchase real estate, you are married to it, says adviser Mike Martin.

Retirees can use real estate investments as additional income, says adviser Mike Martin.

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

Many new products are great for the industry and not so great for our clients.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

Owning a home brings benefits for retirees, but so does renting. One example: renting puts a limit on housing costs, one of the biggest expenses for retirees.

As products and advice change, there’s one clear winner.

Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.

Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.

The accounting method can deliver attractive savings, along with protecting nature or farmland.