If you have business-owner clients run do not walk to check that their pension plans are in order. And if they are not, quickly ask the Internal Revenue Service for forgiveness. The IRS is coming. The IRS is coming. And it'll be much better for...

Baby boomers are intent on getting the most out of life and their money for many years to come. Whether they will or not, though, is far from guaranteed. What does this demographic really need and what does that mean for your practice? What to...

If you haven't gotten your hooks into enough baby boomer clients those 70 million-plus Americans born between 1946 and 1964 who are now heading toward retirement Congress is about to give you a second chance. Sometime early next year, or perhaps...

Some helpful rulings for retirement benefits planning were announced in 2005. One court ruling defines higher education expenses, a revenue ruling clarifies disclaimers and a series of private letter rulings authorizes numerous trustee-to-trustee...

IN OUR NATION'S HISTORY, there have been plenty of government programs that have choked on their own red tape. So it's noteworthy when an expert, who studies the minutia of government mandates, claims that he's identified a federal program that...

When Congress created the Roth 401(k) back in 2001, hardly anyone, including your clients, probably noticed or even cared. Financial advisors and investors were far more excited about the other goodies that the 2001 tax act delivered. However, it...

Fear of a too-small nest egg is the driving force behind many an advisor/client relationship. But such a high level of anxiety might be out of place. A recent report published in the Journal of Financial Planning argues that most retirees spend...

A survey in USA Today once concluded that Americans' most deep-seated fear, after cancer and car wrecks, was running out of money during retirement. The angst is understandable since one of the most complicated financial feats Americans will ever...

I've got a way to boost your tax bill right now is one of the least effective ways to generate positive client interest, second only to a sign on your door proclaiming This office has been lawsuit-free for 38 days! So when you suggest to your...

It appears that the number of articles mentioning a real estate bubble now far exceeds the number of news stories warning of a stock market bubble before the 2000 crash. Understandably, clients may be asking themselves if the same thing that...