On Monday's <i>Breakfast with Benjamin</i>, Wall Street makes its case for why consumers should be spending big. Plus: Avoiding 'bag lady syndrome', the insurance industry gets digital, and oil starts to look and feel like a free market.
A desire for greater expertise was cited as the primary reason for switching advice providers, says Fidelity survey
About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.
Tax Court case shows what counts for IRA contribution deductibility - and what doesn't
How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.
Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.
Daniel Bonventre, who ran Mr. Madoff's broker-dealer for almost 40 years, received half the minimum time prosecutors sought in the case.
Here are a few retirement questions financial advisers should prepare for clients to ask.
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
From Casey Kasem to Sir Mick to Robin Williams, their estate planning successes and failures offer lessons for everyone
Most people don't take the time to envision what their lives will look like, post-paycheck
On Thursday's <i>Breakfast with Benjamin</i>, adviser, Teddy bear collector and former New York Islanders co-owner gets jail time for major financial fraud. Plus: Congress is finally disapproving of Congress, the real 'slack' in the labor market, and realizing even more things are taxable than you thought.
Breaking down some key differences between ETFs and mutual funds so you can help clients avoid unpleasant surprises.
Biggest impact felt by employees in largest and smallest plans; they see drops of more than 10%
Biggest impact felt by largest and smallest plans.
Higher limitations for contributions gives advisers a chance to remind clients to save.
California man acting as a financial adviser was sentenced to two years in prison for filing false tax returns.
BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.
Children become eligible when a parent dies or becomes disabled. But there are three important ages to remember: 16, 18 and 22.
When a parent retires, becomes disabled or dies, children can collect benefits.
