Retirement Planning

Brothers from another mother. | Copyright Christian Petersen, Getty Images | Photo by Jim Tweedie You probably wouldn’t think NFL coaches and portfolio managers have much in common, but MarketWatch contends that both are high-profile, high-t...

You may discuss your clients’ mortgage, monthly payments and home equity only briefly, and perhaps enter the data into a box on their financial planning questionnaire, never to be revisited again. But ignoring this portion of a client&rsquo...

Does it make sense in terms of Social Security benefits?

Social Security reform is coming - the only question is when, and what will be done to get the program’s finances in order.

If you weren’t paying close attention to happenings in our nation’s capital around the holiday season - and who could blame you - this might have slipped your notice: Important pension reforms were signed into law that will have...

Division of an individual retirement account is permitted and doesn’t constitute a taxable distribution or rollover

No one man can replace Ric Edelman. Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.  He moved CFO Rene Chaze to the newly created COO role after going through a list of 50 some candidates, but th...

The excess earnings test may be a hidden trap

CNBC has not been the same ever since Maria Bartiromo left for Fox. | Copyright Mario Tama, Getty Images The financial TV news channel CNBC had one of its worst years on record in 2014, all while the stock markets continued to hit all-time h...

Lee Walters/iStock/Thinkstock The public doesn't trust the financial services industry, according to the CFA Institute's 2015 Global Market Sentiment Survey, and the industry is blaming itself for it. According to the survey, 63 percent of p...