Risk alert. | Copyright Chip Somodevilla, Getty Images The Securities and Exchange Commission is warning broker/dealers that their guardrails around selling so-called structured notes are, almost without exception, weak. The commission iss...

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Upside to the downslide

Grant a general power of appointment

Heirs spend $22,000 to unravel mom’s homemade estate plan

The reduction of spousal benefits 

Managed accounts are, arguably, a better option than target-date funds for 401(k) portfolios’ safe harbor options. So, why aren’t there more of them? 

Inspiration from a true story

One strategy to avoid eroding the value of annual distributions and property within a trust