<i>Breakfast with Benjamin</i>: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.
Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
Tax-time publicity, such as for prosecuting fraud, reminds the public of the agency's enforcement muscle.
There's a lot of misunderstanding regarding the rules on deducting the interest paid on a loan.
A record 54 companies in the S&P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.
Senate leaders are asking the public to add their ideas for overhauling the code to the bipartisan debate.
Here are the six itemized deductions that people tend to miss most, from relocation expenses to summer camps.
This time of year is perfect for getting clients to contribute to their nest eggs and save on taxes
Average costs could exceed Social Security benefits in the future.
Continued work - sometimes in a new field - is becoming the norm and requires planning
Blame the temporary reduction on higher Medicare premiums.
Supreme Court decision could help but it will be too late.
Financial advisers can help clients make the most of their benefits by considering key details about their age, marital status and work history.
Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.
With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.
Every two years since 2006, Congress has renewed the charitable IRA rollover, a valuable tax planning tool, but financial advisers and donors are never sure if it will happen.
As senators invite the public to contact them with ideas on tax reform, advisers should speak up
Corporate-only tax reform faces resistance for leaving out sole proprietorships, partnerships, LLCs and S corporations.
<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.