Assessing your housing needs

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Given the wide range of available housing choices, it is important to think about and financially prepare for the housing option that is right for your clients and their families. Created by Legg Mason, this guide highlights key areas of discussion, including: level of care, finances, happiness/comfort, caregiving support, neighborhood considerations, social support, and security.







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Why some retirement plan advisers think Fidelity is invading their turf

InvestmentNews editor Frederick P. Gabriel Jr. and reporter Greg Iacurci talk about this week's cover story that looks at whether Fidelity Investments is stepping on the toes of retirement plan advisers.

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