One would think a client's collection of 50 cars, let alone 50 Corvettes, would be hard for a team of financial advisors and estate planners to ignore.

Financial Advisors may discuss charitable giving with clients for the same reason that most people choose to give in the first place: It's the right thing to do. But you can use that discussion to clean up your client's portfolio and simplify your...

If you are like most advisors, you usually approach client meetings in one of two ways: If the market is up, you underscore the recent growth in the client's assets, and the progress made toward the achievement of his or her financial goals. If...

As the Dow Jones Industrial Average blasted to record highs recently, everyone but the short-sellers celebrated the accomplishment. While the day-traders danced amid confetti, older shareholders with a longer-term relationship to their stocks...

Past estimates of out-of-pocket costs related to caring for an aging or ailing parent or spouse underestimate reality, according to a study released today

How Much Money Will I Need in Retirement? What's the number? Ask any financial advisor and he will offer you this rule of thumb: To live in retirement at your current standard of living, you will need about 75 percent of your pre-retirement income...

Is conventional financial planning good for your financial health? Before you automatically respond, Yes, of course it is, and angrily turn the page, seriously consider that provocative question for a moment. That was the name of a study published...

When 401(k) plans appeared in the 1980s, some Wall Street observers hailed the accounts as an innovative step in the evolution of capitalism: opening the capital markets to the small saver. Blue-collar workers could now buy and sell stocks and...

Long-term care is not an easy thing to talk about with aging clients. In fact, most folks would rather contemplate their deaths than illness or infirmity in old age. But just because they don't want to talk about long-term care doesn't mean your...

Moshe Milevsky, professor of Finance at York University Canada, is a widely recognized innovator in the field of retirement-income planning, insurance and pensions. Milevsky has been instrumental in developing the personal longevity insurance...