Whatever choices you make in your estate plan, open and honest dialogue is key to taking care of your family.
More public safety officials may take early distributions without penalty from more of their government-sponsored retirement plans.
First comes Facebook, then comes deep, long-lasting romance, but please — don't go overboard with the lovey-dovey photos.
Supreme Court rules that U.S. tax subsidies are legal for all health insurance exchanges, allowing for more long-term financial planning.
The Republican presidential candidate has built billions of dollars in personal wealth. His employees aren't getting much of it.
Splits resulting from infidelity outed by this week's data hack of Ashley Madison will involve emotional hurdles that affected couples need to manage.
The right strategy will help clients avoid penalties that can last a lifetime.
Claim early if you need to; suspend later if you can afford it.
Federal marriage benefits soon will be available to same-sex couples nationwide following the Supreme Court ruling in Obergefell v. Hodges.
Says charging a level fee would vanquish conflicts for advisers.
Estate planning lawyers say 19-year-old will left pop star's daughter unprotected.
<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.
Panel approves two-year extension of IRA charitable donation allowances, among others.
New IRS rules mean that wealthy clients need more tax-planning guidance.
Going into the Dalton Review program, I was afraid I would be tripped up by complicated mathematical computations involving Greek letters that I couldn't identify. But I never thought I would stumble in my area of expertise: Social Security. Wrong! It seems that too much knowledge can be a dangerous thing. I answered several questions incorrectly when confronted with sample test questions on the subject.
It is one of a package of tax breaks which expired at the end of the year that the Senate Finance Committee has voted to extend.
Labor Department official says the agency will change its proposal to mollify the brokerage industry.
The Supreme Court's decision affords an opportunity for same-sex couples to review and update their financial plans.
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
Industry heavyweight argues the proposal would limit access to investment advice.
