Your Boomer clients may have to decide whether to continue working into their planned retirement. Here's how to help them think about it.

Investors nearing retirement are often unaware of how much cash they'll need to set aside for medical expenses, and how to prepare when big-time bills threaten their assets. Advisors can guide them through some critical steps.

Is there such a thing as bulletproof asset protection against federal claims? Many estate planners say and advise their clients to use or rely on certain techniques and tools like state exemptions, tenancy-by-the-entirety property rights, limited...

“We are really the only major relevant firm that actually went into the 2008 and 2009 abyss and came out the same firm,” Mulholland told Registered Rep., in an exclusive interview at his office in Weehawken, N.J. “We went in as...