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A new study identifies the most expensive markets in the country for long-term care. Click through to see the top 10 most expensive cities based on average nursing home costs.
April 14 -
After a Tax Court decision, a major change in IRS guidance will affect clients with multiple retirement accounts. Here's what advisors need to know.
April 10 -
A new study, backed by the industry, says the DoL's new rules could leave millions of workers without retirement advice.
April 10 -
Advisors can help clients navigate the actuarial calculation of matching a savings and withdrawal plan with a projected life expectancy.
April 9 -
Despite an uptick in savings rates, baby boomers are feeling more worried about their prospects for retiring securely, with a quarter of those polled saying they've postponed their retirement plans in the past year, a new study shows.
April 8 -
Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.
April 7 -
Head of LPL's Advisor Services' departure 'not related to company performance,' according to a company statement.
April 4 -
Beset by a graying workforce, an aging clientele and a shortage of young talent, the wealth management industry is at long last changing course.
April 1 -
Many investors hesitate to talk about money even though they're more concerned about their financial health than their physical health-here's how to get them talking.
March 31 -
(Bloomberg) -- U.S. public pension-fund assets grew by 4.2 percent in the last three months of 2013, boosted by stock market gains, the Census Bureau reported. Assets of the 100 largest public-worker retirement plans climbed to $3.19 trillion by the end of December, up $129.9 billion from September, the bureau said yesterday. The gains pushed holdings to the highest level since the government began tracking the data in 1968.
March 28 -
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As they prepare for retirement, senior advisors can help young planners become competent and confident financial advisors.
March 26 -
While headlines suggest that the Social Security system is running deficits, the truth is a bit more nuanced. For one thing, investment income is often ignored.
March 26
Bucks County Financial Planning Group, Thousand Oaks, Calif. -
Firms in the self-serve channel that can "combine delivery mechanisms" will be a "smart bet" going forward," predicts Tiburon managing partner Chip Roame.
March 25 -
This Social Security strategy can be beneficial for married clients, but has a unique opportunity for singles, too. Make sure you understand the rules.
March 24 -
Low-deductible plans have thrived under Obamacare -- offering new tax strategies for both clients and advisors.
March 19 -
As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist.
March 19 -
A sharply increasing number of plan sponsors want financial advisor guidance -- but many of the RIAs on Fidelity's platform are just dabbling in the area, the custodian says.
March 19 -
Though the cost to the system of "file and suspend" and "claim now, claim more later" filing strategies is modest, Congress will eventually be forced to look for ways to align future balance sheets as the Social Security trust fund gets spent down.
March 16
Bucks County Financial Planning Group, Thousand Oaks, Calif. -
Retiree optimism is an encouraging improvement and most likely correlates to a stronger stock market and the prospect of higher interest rates in the future, says Wells Fargo executive.
March 13





