April Peterson is finding the business a little stressful but she's having an impact on clients' lives.
Financial advisers warn you should think carefully before reacting to Gov. Cuomo's latest proposal
Plaintiffs, represented by Jerome Schlichter, win mixed decision in a landmark 401(k) fee case as appeals court backs fiduciary claim against ABB but reverses decision against two Fidelity companies.
A group of medical professionals are suing their employer, health care provider Novant Health, arguing that the company violated its fiduciary duty by offering excessively costly 401(k) investments and overpaying its providers.
The first rule: If possible, don't file before 66. Second rule: If you can, file and suspend.
Mitchell Sabshon plots a course for nontraded REIT sponsor Inland Real Estate Investment Corp. to recreate its prior success.
On Monday, the Supreme Court let stand a decision in the 7th U.S. Circuit Court of Appeals that permits employees of the defense contractor to proceed with a class action against the firm. The case will now go to trial.
Investors took a lot of profit before top rate rose to 23.8%, Obama health care tax took hold
Four page worksheet for assessing the most appropriate type of CCRC for clients
Practical guide for investors to analyze and identify their housing needs as they age
Two page directory of resources for investors and advisers
Two page worksheet for assessesing the appropriate 24-hour nursing facility for clients
Two page "In general, don't generalize" guide
Two page worksheet for identifying the appropriate 55+ housing communities for clients
14 page checklist for evaluating home safety
Eight page glossary of terms re: aging/housing
But declaring 'independence' comes with hefty taxes – which trusts can help curb.
As more employers switch to lump sum contributions, clients may miss out on market rallies.
Americans deserve simpler tax code to help them calculate how much they owe, tax regulator said this week
