Retirement-Plan Tax Incentives for Business-Owner Clients

Business owners are often unfamiliar with how they, too, can benefit from the retirement plans they offer employees. (By Leonard Wright)

Tax Deferral Strategies for Turbulent Markets

The hierarchy of options goes well beyond retirement plans, particularly for ultra-high-net-worth clients. (By Mallon Fitzpatrick)

When are Roths the Obvious Choice? Almost Never

There is an unspoken elephant in the room, says our contributor.

How To Minimize Financial Frustration of Surviving Spouses

“Death is inevitable, so why not plan for it?” says our columnist on the eve of International Widows' Day.  (Vy Beau Henderson)

Which Business Retirement Plan is Best?

It depends — which makes it even more critical to help clients understand and weigh the options. (By Marguerita Cheng)

Post-Secondary Planning Isn’t Just for College

Clients can also use guidance when their children or grandchildren are contemplating trade school or an apprenticeship.(By John Gehri)

Divorcees Without LTC Insurance Risk Financial Ruin

Perpetual caregivers can quickly deplete their divorce settlements should illness strike. (By Cathy Sikorski)

The Best and Worst Destinations for Older Travelers

Encourage clients to consider the practical aspects of travel — especially if they’ve been sedentary. (By Bryce Sanders)

Don’t Go Out Too Far on the Yield Curve

Intermediate-term bonds offer some good opportunities but don’t be a “yield hog,” says our columnist. (By Christoper Baccella)

Parkinson’s Disease Impacts the Entire Family

Five ways to support families coping with a Parkinson's diagnosis, from an advisor who has walked in their shoes. (By Marguerita Cheng)

Latest News

Government Watchdogs Attack Medicare Advantage

Witnesses cited audits and other reports that show these increasingly popular private plans deny care and overcharge.

Self-Driving Cars Won’t Arrive Soon In Clients’ Neighborhoods

The journey toward autonomous or self-driving consumer cars has arguably come to a screeching halt.

BofA: More Pain Likely for Equities Despite Rout

"Capitulation has been in credit and crypto, not stocks," BofA Securities analysts said. "This is why we worry equity lows (are) not yet in."

UBS: Richest Families Invest in Private Equity Amid Volatile Markets

The report is widely watched by the investment community as it shines a light into the investing habits of these billionaire investors.

Dimon Says Brace for U.S. Economic ‘Hurricane’ Due to Inflation

“We just don't know if it's a minor one or Superstorm Sandy," Jamie Dimon told attendees at a recent banking conference.

Advisor Prospects Should Be More Numerous Based on U.S. Data

U.S. households reported their highest level of financial well-being since tracking began, a Federal Reserve report released in May showed.