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Suit against Social Security may shake up planning for LGBT clients
Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.
Advisers wary but cool in light of TurboTax refund debacle
Keep calm, but stay vigilant when filing your taxes.
A crash course on Social Security benefits for gay couples
Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs
As many as 800,000 taxpayers received tax documents with erroneous information.
Testing Social Security ‘what if’ scenarios
Advisers ask what happens to benefits when clients retire before 62.
Global bankers are painting the Fed into a corner
Breakfast with Benjamin features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money
Energy-sector stocks are feeling no love from Wall Street
Breakfast with Benjamin: The energy sector has the highest level of short interest since 2008. Plus: Apple's market value tops $700 billion and already talk turns to the $1 trillion mark, Carl Icahn says Apple is already there, and is it time to rethink filing taxes online?
How to best minimize taxes during retirement
Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.
Gold loses its luster on the global stage
Breakfast with Benjamin: A stronger dollar and record valuations for global stocks have kicked the precious metal to the curb.
Gold shines amid growing economic stress in Europe
Today's Breakfast with Benjamin includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.
The art and science of longevity
Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
The hazards of securities-based lending as a source of retirement income
Hold onto your hats and proceed with caution.
Why President Obama’s estate tax proposal is a big deal
The president's proposed change in step-up in basis would have a major impact on high-net-worth earners' taxes, according to Robert N. Gordon.
Longer life expectancies are killing pension funds
Breakfast with Benjamin: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid
Declining marriage rates present a planning conundrum for long-term couples
Protection takes precedence for committed couples who won't get hitched.
Obama’s retirement cap might sound good but it has an annuity problem
When interest rates rise, the $3.4 million ceiling proposed could drop, trapping more people in a tax net
Taxes might not be the main reason U.S. companies are relocating overseas
Breakfast with Benjamin: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.
After Bill Gross, Pimco Total Return performance is back at the top
Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.
Investigate Social Security claiming tools for free
When considering a Social Security software program, make sure it covers all of your potential client profiles.
How advisers can improve client outcomes by embracing data
Betterment's Jon Stein offers 4 ways to bring a more data-driven approach to serving your clients
