Displaying 170 results
A better approach to taxing gains?
Late last year, I attended a hearing of the congressional Joint Committee of Taxation on the taxation of…
Not all female clients are cautious investors
Female clients may have a reputation for being cautious, but that’s not always the case, according to Lisa…
Divorcees seeking security, not returns
For Jennifer Failla, the key to working with female clients is looking beyond investment returns. Ms. Failla,…
Female clients more likely than men to make referrals
Study shows women much more amenable to recommending their advisers to friends and family
The key to enjoying your golden years?
If you want to enjoy your golden years, start saving in your 20s and use an investment adviser to help you afford life after work.
Caution can work to women’s advantage
Let’s face it— when it comes to money, like so much else in life, men are from Mars,…
It’s time to plan for 2012 taxes
The deadline for filing 2011 taxes is one week away, but many Americans should be more concerned with…
IRA naiveté
Most Americans don’t understand a basic retirement savings tool, and the nation’s young adults are especially ignorant.
Women want financial peace of mind — not stack of cash: Research
Planning seen more as protection against the unexpected, rather than a wealth accumulator
No surprise: Advisers agree that reverse mortgages are confusing
Advisers agree with a new government report that says reverse mortgages are on the rise, but that they can be confusing to consumers.
