When thinking strategically about your career, no matter what stage you’re at,  keep in mind the end goal should be to realize the value of your life’s work. Essentially, your retirement options fall into two categories...

What’s the best way to buy the gold for clients, and what do they do with it once the purchase is made? Recent trends have given these questions surprising new answers for advisors.

Your clients may be unaware of what they’re entitled to

IRS Notice 2014-54 affects the allocation of pre-tax and after-tax amounts

Don't let them get in the way of planning for the future

Postmark stamp on letter of authorization is determinative

Advisors should assume clients will live to at least 90 when they set up retirement plans using insurance and investment products

If your clients own IRAs, a recent Supreme Court decision may have put their estate plans at risk

Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing?

These six steps can help older clients who stop working for others and start working for themselves.