The client is most successful when you help them maximize growth and minimize losses in all areas of life.

New Actuarial Guideline 49 takes effect Sept. 1

Failure to file by June 30 deadline could result in $25,000 penalty

Retirement planning is still proving to be a widespread problem for most Americans, according to the results of a Personal Capital study conducted by Harris Poll. Nearly one-third (32 percent) of employed adults reported not having saved a...

The first skirmish of a potentially long war

Estate loses res judicata argument and income tax credit for taxes paid by decedent under claim of right 

The robos aren't self-aware yet. | Benjamin Haas/Hemera/Thinkstock ​Robo advisors could control $2 trillion, or 5.6 percent of all investable assets, by 2020, according to consulting firm A.T. Kearney. BloombergBusiness reported the firm e...

A good role model. | Fuse/Thinkstock Mothers who work outside the home may be stressed out, but they are raising more successful daughters. According to a new study from Harvard Business School professor Kathleen McGinn, the daughters of w...

Put clients at ease by dispelling these commonly held beliefs about the college admission process.