Wealth Think

This week, IRA expert Ed Slott answers readers’ questions about consolidating IRAs and the tax implications of 401(k) withdrawals.

There are two types of independent financial advisors: the income statement entrepreneur and the balance sheet entrepreneur. Steve Sanduski asks: which one are you and why?

Advisors have the right and should be concerned about using social media. If you have someone in your corner, someone who knows social media and what life is like as an advisors, you should have confidence that you can execute a social media marketing strategy, gain brand awareness, cement relationships with existing clients and gain new ones that will be happy their advisor communicates with them in the medium they like.

Marketing expert Marie Swift explains how an automated process can help you create a conversation and keep the connection alive until your prospects are ready to wade into the water with you.

Legacy expert attorneys Danielle and Andy Mayoras say advisors can point to the bigamy scandal surrounding actress Reese Witherspoon’s family as yet another example of why it’s so important for clients to have their estate planning and legal affairs in order.

Investors may not realize that recent higher dividend trends bode well for investment returns

It looks as if the BRICs have seen their best days, but what's next?

For years, advisors have waffled their way into utilizing social media, but most are failing.

This week, IRA expert Ed Slott answers investors’ questions about the five-year rules for Roth IRAs.

The tragic apparent suicide of former NFL superstar Junior Seau serves as a reminder to advisors that many of their clients will need more than just investment advice and guidance after they’ve retired.