Clients may not realize the need to combine them
Insurance products that combine life insurance and long-term care benefits are getting their time in the sun among advisers as traditional LTC options shrink.
Shifts in workplace retirement benefits, other factors, making delaying benefits even more valuable.
Shifts in workplace retirement benefits, other factors, encourage more people to wait to claim benefits.
<i>Breakfast with Benjamin:</i> Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.
Author conducts her own focus group among peers.
Research shows more working years may be just what the doctor ordered
Advisers ramp up efforts to create tax-conscious retirement income withdrawal strategies with an aim to extend the life of clients' nest eggs.
Here's the key: Thinking through what happens in the event of a divorce, death or breakup.
Snares abound for parents who are eager to take on additional debt in the name of sending their children to their dream school.
A new variation offers an option for saving for disabled children.
Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
Maine program offers potential model.
<i>Breakfast with Benjamin</i>: The NFL gives up its tax-exempt status, and estimates suggest the league's tax bill could be $10 million per year.
Plan advisers need to make sure they can properly service MEPs and are not just dazzled by the idea of adding dozens of new clients.
But this creative claiming strategy stumps some Social Security Administration employees.
Plan sponsors face deeper vetting of their advisers' offerings than ever before.
But young investors still do tax, estate and debt planning offline, even as the market shifts fast
Over the long term the two types of funds have similar returns, Morningstar finds.
Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.
