You’ve worked hard and saved your entire life to be able to enjoy the lifestyle. However any type of an unreimbursed long-term care expense, be it for a mental or physical impairment can of course completely ruin your and your spouse’s...

What catastrophe? | Copyright Mario Tama, Getty Images Financial advisor and Bloomberg View columnist Barry Ritholtz wonders why, with Greece on the brink of collapse, stock markets down 2 percent in one day and volatility spiking, the pri...

Timing is everything

The $14 trillion retirement gap in America “is so scary we’ve stopped talking about it,” Sallie Krawcheck said during a keynote presentation at the Morningstar Investment conference. “And the retirement crisis is a woman...

Click to Enlarge When it comes to investing, many people think regionally, according to research compiled by Openfolio. Investors on the West Coast are 20 percent more likely to own technology stocks like Apple and Facebook, while those in...

Life events have a way of intervening with retirement plans. Here’s how advisors can prepare for the unexpected. 

When your client’s care manager doesn’t do what’s right, who pays the price?

Ancillary steps to enhance the agent’s function and prevent abuse

Integrate planning and advocacy into your practice

Beyond the preparation of traditional documents