Building family unity correlates directly to maintaining family wealth — and communication about money should start early.
Advisers may consider several retirement planning options with clients that do not create unnecessarily high Medicare surcharges.
<i>Breakfast with Benjamin</i>: The price freefall is getting uglier, and OPEC isn't the only culprit. Don't overlook the U.S. impact.
<i>Breakfast with Benjamin:</i> The last two weeks of the year typically ushers in the Santa Claus rally in stocks but this year, there's a big obstacle in the way.
For every dollar that men take home, women earn 21¢ less. Here's what that means for women's student loan debts.
Thinking around bequests shifts as capital gains tax and estate tax exemption rise
Although delaying retirement helps financial readiness, it can't be a safety net for everyone.
Income-related premium hikes for 2016 confuse retirees.
Keeping track of technology goes beyond keeping up on the trends for advisers. Pay heed to these simple tax strategies to save a few dollars.
Beneficiaries who can't avoid an increase can still find ways to manage through the hike.
The Vermont senator proposed lifting the cap on taxable income for the program.
A DOL official said the regulatory project around lifetime income projections has stalled due to a split in opinion.
High payout rates and a concrete investment time horizon give longevity annuities a leg up on some investments.
While fees are lower and there's more transparency, there could be big changes coming considering the Federal Reserve's plans to raise interest rates.
Fund names can be deceiving and when outflows hit, distributions are unavoidable.
This year's spike in equity market volatility creates fertile ground for the strategy. Plus, check out our <a href="//www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015"" target=""_blank"" rel="noopener noreferrer">special report on tax and estate planning</a>.
EBRI takes close look at QLACs, which provide monthly benefits after a significant deferral period in retirement.
Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015" target="_blank">The Spotlight on Tax and Estate Planning special report</a>)</b></i>
Once you recover from the shock of learning that the most valuable Social Security claiming strategies are being phased out, take steps to turn this game-changing event into an opportunity by connecting with clients.
