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How and why to file for Social Security benefits online
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
Fees v. commissions: Different tax advantages
Advisers need to create a pricing model that best reflects the type of business they run and the services they provide.
Retirement plan advisers are preparing for major changes
Experts weigh in with best practices retirement plan advisers should make sure they have in place given pending industry shifts
Gloom overshadows Wall Street, but some economists still see a September rate hike
Breakfast with Benjamin: Despite the mood on Wall Street getting downright gloomy, some economists still think the Fed will raise interest rates next month.
The Fed’s quantitative easing experiment gets a failing grade
Breakfast with Benjamin: A Fed official put some of the central bank's post-financial crisis actions under a magnifying glass and found they have done little to boost the economy.
Delaying Social Security may boost Medicare costs
Clients who elected to file and suspend their Social Security benefits will be hit with a big Medicare Part B increase next year but don't panic. Delaying is still a good strategy.
Then and now: A look back at Social Security’s 80-year history
The program's anniversary underscores its crucial role in retirement security.
Wealthy want more than a tax break from charitable donations
Wealthy Americans think more strategically about their charitable gifting than one might expect. About three-quarters of donors in a new survey said driving forces included an interest in lowering capital gains taxes or being able to give more to charities by using donor advised funds.
Oil needs to keep falling to find its supply balance
Breakfast with Benjamin: An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.
Double whammy: Potential lack of COLA could mean higher Medicare premiums
If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.
Don’t wait till year-end to offer tax tips to high-net-worth clients
Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.
Which presidential candidate is most like you
Candidates running for U.S. president have filed personal financial disclosures with the…
Social Security makes the Republican presidential debate
Christie promotes reform plan while Huckabee defends the program.
Advisers busy revising plans one year after Supreme Court guaranteed gay marriage rights
Reworking documents aimed at protecting loved ones is the top planning duty with newly married couples.
Trump tax plan takes a page from other Republicans
Eliminates carried-interest deduction, reduces top bracket on wealthiest Americans.
Social Security cost-of-living adjustment unlikely for 2016
High-income retirees could see net benefits decline as their Medicare premiums rise.
Puerto Rico’s default could ripple through average Americans’ portfolios
Breakfast with Benjamin: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?
Hillary Clinton’s short-sighted tax on long-term capital gains leaves advisers unimpressed
Pandering move says plenty about the candidate and her economic sense.
MLPs yield headaches for advisers who bought them for income
Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.
Obamacare stands, solidifying health care planning
Supreme Court rules that U.S. tax subsidies are legal for all health insurance exchanges, allowing for more long-term financial planning.
