If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.
Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.
Christie promotes reform plan while Huckabee defends the program.
Reworking documents aimed at protecting loved ones is the top planning duty with newly married couples.
Eliminates carried-interest deduction, reduces top bracket on wealthiest Americans.
High-income retirees could see net benefits decline as their Medicare premiums rise.
<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?
Pandering move says plenty about the candidate and her economic sense.
Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.
Supreme Court rules that U.S. tax subsidies are legal for all health insurance exchanges, allowing for more long-term financial planning.
The right strategy will help clients avoid penalties that can last a lifetime.
Claim early if you need to; suspend later if you can afford it.
<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.
New IRS rules mean that wealthy clients need more tax-planning guidance.
Going into the Dalton Review program, I was afraid I would be tripped up by complicated mathematical computations involving Greek letters that I couldn't identify. But I never thought I would stumble in my area of expertise: Social Security. Wrong! It seems that too much knowledge can be a dangerous thing. I answered several questions incorrectly when confronted with sample test questions on the subject.
It is one of a package of tax breaks which expired at the end of the year that the Senate Finance Committee has voted to extend.
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.
Financial Engines, Betterment among automated investment services aiming to let their clients use information to inform retirement planning.
