Social Security has become such a major source of retirement income for this country's elderly that even many high net worth individuals rely on it heavily. However, they aren't talking to their advisors about it...

Coordination is key to avoid violating these insurance policy limits.

Brings new estate planning opportunities to the table

Retirement plan keepers embracing the fiduciary rule. | Copyright Alex Wong, Getty Images Many advisors not currently operating under a fiduciary standard were unhappy when the Department of Labor finalized its conflict of interest rule in Apr...

(Bloomberg) -- Ron Levitt could have retired 16 years ago when he sold his bustling optometry practice in Rocky Hill, Connecticut. Instead, he kept his white coat on, found two part-time gigs seeing patients and continued working...

The Revised Uniform Fiduciary Access to Digital Assets Act raises many questions.