Darla Mercado

Darla Mercado writes about retirement issues and products, including taxes, annuities and 401(k) plans. She welcomes feedback and tips from readers on interesting topics. Outside of the newsroom, Darla spends her time inline skating, biking, running and swimming. She Tweets at: @Darla_Mercado

Darla Mercado
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RETIREMENT RETIREMENT PLANNING JUL 22, 2014
The magic range for alternatives allocations

A panel of experts weighs in on how much clients should ideally have invested in noncorrelated assets.

RETIREMENT RETIREMENT PLANNING JUL 21, 2014
Create an estate plan for your digital assets

Your followers are worth something. One important question to consider: What did you sign away when you agreed to the terms of service with a company such as Facebook or Twitter?

YOUR PRACTICE FINTECH JUL 20, 2014
Delaware becomes first state to enact digital assets law

New law will grant fiduciaries access to the digital assets of deceased or incapacitated individuals.

RETIREMENT RETIREMENT PLANNING JUL 20, 2014
The lesson from Donald Sterling? Plan for incapacity

As the court battle over L.A. Clippers owner's trust shows, people too often set up estate plans to cope with death, not old age.

RETIREMENT RETIREMENT PLANNING JUL 11, 2014
Advisers proceed with caution following inherited IRA ruling

Recent Supreme Court decision preventing bankruptcy protection for these assets calls for careful planning strategies.

RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 09, 2014
Outlook for life insurance positive, depending on rates

Analysts optimistic as long as insurers watch the credit quality of investments and rates rise gradually.

Advisers reveal the proper care and feeding of interns
YOUR PRACTICE PRACTICE MANAGEMENT JUL 09, 2014
Advisers reveal the proper care and feeding of interns

Young talents must cut their teeth on an array of tasks to raise chances for success

RETIREMENT RETIREMENT PLANNING JUL 08, 2014
Surrender fees haunt legacy 403(b) plans

As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

RETIREMENT RETIREMENT PLANNING JUL 08, 2014
Missouri bars pension advances for public workers

Show Me State's action follows heightened regulatory scrutiny.

RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 08, 2014
Life insurers turn focus to uncapped indexed annuities

Advisers and investors need to be fully aware of contract terms to explain nuances, answer client questions.