“We’ll probably see, especially now, clients less interested in investments and more interested in managing cash.So [software] solutions that do more than just spit out an investment [idea], but also a debt management and emergency...
In 2010, the legislature, Internal Revenue Service and courts were busy dealing with retirement benefit issues. Congress expanded designated Roth accounts (DRACs) to church and governmental plans and gave employees who participate in elective...
Advising clients on Medicare and Medicaid planning and eligibility has become increasingly complicated. Elder law practitioners must struggle to keep up with the ever-changing health care wild west and consider the impact of new laws on both the...
If you advise 401(k) plans, expect more scrutiny.
The window for a do-over on benefits collection is almost closed. But there are other ways to augment retirement income in the short term aside from waiting longer to take benefits.
Americans are still reeling from the blows their 401(k) account balances took during the economic crisis, but they may be happy (and surprised) to learn that account balances jumped 31.9 percent last year after taking a 27.8 percent dive in 2008.
A new DOL regulation will ratchet up the scrutiny of bundled 401(k) plan fees. You can help your plan sponsors by guiding them through the pros and cons of bundled vs. unbundled services.
With few assets and plenty of debt, investors in their 20s are not on many wealth management firms' or advisors' radars. Yet they haven't written them off entirely.
The heirs of wealthy clients fire their parents' financial advisors 70 percent of the time. Prepare heirs and not just estates.
