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Hillary Clinton’s plan to prevent stock market crashes
Breakfast with Benjamin The Democratic candidate proposes new fees for taking investment risks, because taking investment risks aren't risky enough already, or something like that.
The end of discounts for FLPs?
The IRS is revising the rules related to valuing interests in family-controlled partnerships
What advisers should listen for in Tuesday’s Democratic presidential debate
DOL fiduciary rule, taxes and Social Security are all prime subjects for discussion as five contenders look for opportunities to stand out.
What advisers need to know when working with May-December couples
Six areas in which planning for couples with a wide age difference may require different financial advice.
Social Security filing tip: Don’t let clients file early
Every year, Americans give up thousands of dollars of income by filing for Social Security benefits too early. New study finds a third of people who file early had enough assets in IRAs to make up for two years of Social Security checks.
Seniors squeezed by no Social Security increase
2016 will mark the third time that seniors have received no increase in Social Security benefits since automatic COLAs were enacted by Congress in 1975. The first two times were in 2010 and 2011.
Complex Social Security rules for divorced spouses
You must be single to collect spousal benefits on an ex.
Social Security benefits for remarried widows and widowers
Remarriage at age 60 or later preserves the right to survivor benefits.
It’s not too early to start preparing for mutual fund capital gains taxes
Breakfast with Benjamin: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.
Why the upward trend for stocks is no more
Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously
Deutsche Bank say the Fed should not raise rates
Breakfast with Benjamin: Deutsche Bank lays out seven reasons why the Fed won't raise rates next week.
Worst-case scenario for Medicare premium hike in 2016
Medicare premiums have been rising twice as fast as Social Security COLAs.
Market volatility puts spotlight on tax-planning strategies
With recent market swings come opportunities for advisers to lower their clients' tax bills.
Muni bonds are poised to shine as rates move higher
Tax-exempt category is actually benefiting from the dark cloud hanging over it.
What advisers like and fear in Trump’s tax plan
Financial planners appreciate the simplifying aspects but wonder about specifics.
Dynasty trust planning: A tax-efficient way to manage wealthy families’ assets
It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.
I took the test, I talked the talk. Now you can call me a CFP!
Broader work experience definition allows columnist to use designation.
Ohio firm’s secret – go where the clients are
Ohio firm Carnegie Investment Counsel's move to the suburbs increased productivity and convenience for clients, according to Gary P. Wagner, a principal of the firm and its chief operating officer.
Health care costs can derail retirement plans
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
Advice-industry leaders welcome Ryan’s focus on getting things done in Congress
Possible speaker of the House of Representatives understands issues important to advisers better than most lawmakers.
