The U.S. Government Accountability Office estimates that half of all self-prepared individual tax returns contain at least one error, compared to 60% of returns completed by a paid preparer.
Here are a few scenarios that can help you guide your clients' decisions.
Follow the late singer's lead and don't wait to plan for your loved ones until it is too late.
Regardless of how wealthy you are or how fiscally responsible your heirs, trusts can make sense.
Consumers owed a total of $936 billion in credit-card and other revolving debt in December — a $103 billion increase from April 2011.
Having problems trying to file and suspend before deadline? You're not alone.
Having problems trying to file and suspend before deadline? You're not alone.
Other advisers can take a page from the the firm's action plan.
Legislation sponsored by Senator Jeff Merkley (D-Oregon) would establish a universal savings account for all working Americans regardless of the size of their employers.
Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.
Puppies of the three-year-old male will bring in thousands of dollars each, and endorsements could bring in even more. But getting the poised sporting dog to the winning circle wasn't cheap.
Clients need to be sold on the idea of saving for retirement, and needing advice on retirement investments
Homeowners often get the amount for which they should have their home insured wrong.
Deciding between traditional and combination products can be difficult, but better understanding plan features can help.
For many retirees, the conventional way of thinking may not be the most tax-efficient.
The measures, which affect 401(k) and IRA limits and beneficiary withdrawals, have been proposed in previous budgets to no avail, but still worry financial industry groups.
The two bills would require Congress to approve the rule. Fight on a best-interests standard is now split straight down party lines.
New software helps advisers maximize spendable income for clients.
Implementing the standard on retirement accounts could reduce annual revenues by more than twice current estimates, according to a Morningstar report.
But the Social Security Administration still has no guidelines for file-and-suspend deadlines.
