Let’s look at the windfall elimination provision, which is used to reduce a worker’s Social Security benefits to offset the perceived windfall.

Many broker/dealers still provide their advisors with an annual conference, complete with award dinners, appreciation events, and spousal activities. But Raymond James’ Tash Elwyn writes on LinkedIn that the more family-oriented firm events m...

Estate planning mistakes are common. Too often, there’s failure to execute a last will and testament or update beneficiary information on life insurance and qualified retirement accounts. Luckily, most estate planning attorneys can ably...

Who me? | Copyright Bryan Thomas, Getty Images According to FoxNews.com, a New Jersey woman used her obituary to make a final political statement to prospective mourners—don’t vote for Hillary Clinton. Elaine Fydrych succumbed after a long...

Regulators teamed up on Thursday to sue two pension companies and three individual managers for allegedly misleading consumers about the costs and risks associated with taking advanced loans on their pensions...

Be your own bank...

Consider using the coming weeks and months to put your clients through a tax-day post mortem.

The flip side. | Image via The New York Post The New York Post is reporting that former Wolf of Wall Street Jordan Belfort spotted an acquaintance from his drug-fueled Wall Street wild days in a gallery of images of homeless people sleepin...

How the system prevents a windfall