Clients do not want to lose what they spent years saving

REP. Readers Do It by the Numbers

The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business. The rule, which may come to life by October, is aimed at mitigating the risk of client...

Chances are your clients are dissatisfied with low-rate fixed annuities and dislike the fees and equity risk of variable annuities...

What happens when mom and pop get a divorce but neither one wants to leave the shop?

There is no retirement crisis in America, writes Ramesh Ponnuru, for Bloomberg View. Instead, it's all a matter of how you decide to interpret the data. While the National Institute on Retirement Security's recent report stated that 84 percent ...

It’s almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. The conventional wisdom is so ingrained that if you suggest clients accelerate taxes owed on 401(k)s and IRAs, you’ll...