Wealth Planning

Here are eight simple strategies for helping your clients get college costs down in a funky economy.

What's the best move you can make on behalf of older clients this month? Hint: It has nothing to do with the money you manage for them. But you may be able to help senior clients save thousands of dollars in out-of-pocket health care costs by en...

Clients seeking investment guarantees are increasingly turning to insurance products.

Clients with too much home equity and not enough retirement money can take advantage of record-low rates to shore up their savings and cut down their taxes.