Tax strategies

Retirees can hear different perspectives from other patients and learn more about their medical conditions.

Instead of hand-wringing over its future, advisers and clients can consider this solution.

It's not too late to help clients improve their tax situation for 2016 and beyond.

The benefit will be reduced if her husband dies before she turns 66. But if his death occurs after she reaches her FRA, she'll be able to collect his full retirement benefit.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Advisers should consider possible policy changes in planning discussions.

Here's how clients can boost their returns before the president-elect enacts the reforms he's promised.

A 7.3% hike warrants attention, and advisers can help ease the transition.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.

Have a meaningful conversation with clients about year-end strategies that factor in potential changes in taxation.