Wealth Planning

Disabuse your client of the notion that residential real estate is a good retirement strategy - or even a good investment

Baby boomers are hurtling toward a retirement crisis. How to play doctor with boomer nest eggs and keep your business growing

Postponing Social Security payments is often a smart idea that leads to a healthier retirement

Ten years ago, Barbara Reeb was 59 years old and ready to retire into a life of comfort and leisure or so she thought.

Families with special needs children can become your best clients

Now that the defined benefit plan is in decline, Americans will ahve to take charge of their retirement. How to get employees to participate? How to save Social Security? Robert Pozen, a retirement expert and chairman of MFS, on what needs to be...

The after-effects of Warren Buffett's $31 billion gift to the Gates Foundation -- like any other seismic shift -- continue to circle outward.

What do you do if faced with a decedent's individual retirement account (IRA) beneficiary designation that names a trust with multiple beneficiaries, three of whom are charities? What do you do if the personal representative of a deceased primary...