Apr 16, 2012

Financial aid letters are often confusing and misleading. You can help your clients if you know show them how to read between the lines.

Wells Fargo Wealth Management Business Posts Stagnant First Quarter

Apr 13, 2012

Wells Fargo’s wealth management business reported no growth in assets and a slight decline in advisors for the first quarter versus the same time period a year ago. Total client assets in the bank’s wealth, brokerage and retirement...

A Vexing Retirement Planning Problem? Predicting Health Care Costs

Apr 13, 2012

What worries your clients most about their prospects for achieving a secure retirement? The cost of health care.

Financial Strategies That Work & Help You Maintain Mortgage Payments

Apr 10, 2012

The more your income and the lower the debts, the better is the financial situation you are considered to be in. In addition to this, there are various other things which are considered to decide if you are going to be better off after you retire...

TRUSTS & ESTATES: Washington Legislative Climate for Charitable and Estate Planning

Apr 10, 2012

How can you advise clients when the Washington legislative tax climate is foggy? And sometimes the fog lifts retroactively.

Helping Clients Cut Off the Kids

Apr 10, 2012

Advisors can offer valuable support to parents who need to tell their kids, "No more money!"

Take the Lump and Run?

Apr 09, 2012

You have a client who participates in a defined benefit pension plan at work. She's near retirement and needs to make a decision: take the money as a lump sum, or receive a monthly lifetime annuity-style payment? What advice should you give? Take...