<i>Breakfast with Benjamin</i> The collapse of alternative investments platform Aequitas Capital Management continues to unfold, while investors and advisers are kept in the dark.
<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.
Retirement plan advisers should make sure they have their bases covered to prevent litigation for fiduciary breaches.
But the Social Security Administration still has no guidelines for file-and-suspend deadlines.
Actuarial Guideline 49, the second phase of which goes into effect next month, highlights how advisers can't rely on illustrations when assessing the strength of a policy.
Offering this coaching is one way advisers show they care not only about clients' financial success, but also about their health and well-being.
More than 40 million Americans are in a second or third marriage. Here's how to make sure you plan properly for your step family.
The Massachusetts senator and Rep. Elijah Cummings, D-Md., assert four large insurance companies are telling regulators and shareholders different tales.
The amount of education debt held by people 65 and older ballooned to $18.2 billion in 2013, from $2.8 billion in 2005.
Fortress says infrastructure in Japan among bright spots of Abenomics
<i>Breakfast with Benjamin</i> His proposed financial-transaction taxes would supposedly collect tens of billions, and Wall Street would likely pay for a lot of the free stuff he hopes to offer as president.
Michael Kitces explains how the president's fiscal 2017 budget affects retirement, estate and other tax law.
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 &mdash; 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.
