Politics

Experts and advisers weigh in on what to expect and how to discuss the future.

Trump's indirect plans for Social Security will take years to take hold — and if they don't work we'll be facing an even bigger challenge.

Confusion among affluent taxpayers could lead to new ways to help clients.

Markets registered moves that are supposed to be incredibly rare.

Here’s how to help prepare clients for what comes next.

An index of SourceMedia's comprehensive election analysis for professionals in financial services, health care and technology. With coverage of more than 50 contests and ballot initiatives.

A friendly memo to help top regulators in the next administration set priorities. One key point: planners and fee-compensated IRAs are the least of your worries.

When it comes to crafting portfolios, tell clients to focus on the dynamism of American markets.

By noting the market performance under past U.S. presidents, the importance of this key economic measure is brought to the fore.

History shows the winning party and their policies will have minimal impact on returns.

We have the most expensive and fragmented health care in the world, so now what?

Here's how the outcome of the presidential election could affect the trajectory of the Labor Department's regulation.

Tell clients in this situation to make sure they know key dates and review their statements to confirm the amounts are accurate.

Here's what to watch for just before the counting of ballots begins.

A tax bill passed in 2017 normally would go into effect in 2018, but the fear is that it could be retroactive, which happened once before under a President Clinton.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

Benefits are not capped at a predetermined level. They are based on two variables: a client’s highest earnings over 35 years and their age when they file for benefits.

The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.