Taking these extra steps with clients who are caring for loved ones will strengthen those relationships
Plus: Janet Yellen's dovish optimism, Ernst & Young's $4 million lobbying settlement, how Citigroup agreed on that $7 billion figure, and QE has had almost no impact on unemployment
<i>Breakfast with Benjamin:</i> Barclays tagged for HFT. Plus: A looming 401(k) crisis, the marriage math for gay couples, the fuzzy math of inflation data, tapping into the fracking boom, and Russian stocks are not for the meek.
Martin Lack admitted that for 17 years he helped U.S. clients maintain secret overseas accounts.
Veteran Social Security Administration employee shares how retirement, disability and survivor programs work.
<i>Breakfast with Benjamin:</i> Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.
With clients still smarting from April 15, now is the time to talk with them about strategies for lowering their tax burden.
Top 35 years of earnings, not final years, determine monthly amount.
Charitable donations seen as a win for clients and advisers.
The measure has bipartisan support going forward, but hurdles remain.
House is expected to vote Wednesday on legislation that would extend retroactively for one year an assortment of individual and business tax breaks.
Republican lawmakers see tax-extender approval going through before the end of 2014, keeping tax breaks favored by clients in place.
<i>Breakfast with Benjamin:</i> Carl Icahn warns that stocks are on risky ground. Plus: Interest rates and volatility are raising red flags, one man's take on the Fed-fueled bubble, the SEC is watching for political-donation conflicts, gold gets no respect, and institutional money is chasing solar energy stocks.
<i>Breakfast with Benjamin:</i> Barclays: Following in the footsteps of Sallie Krawcheck. Plus: The volatility play: Cheap but risky, bond managers brace for higher rates, dancing around the issue of student loan debt, and a potato salad venture whets the tax man's appetite.
Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same. Mary Beth Franklin calls the addition of claiming strategies to retirement income tools a possible game changer.
Today's <i>Breakfast with Braswell</i> covers investors missing out on the Dow's latest rally, another gender bias suit hitting Wall Street, and much more.
There are remedies, but your clients may not like them.
Survey shows many retirees wish they had waited to begin taking benefits.
With different rates in different states, these under-the-radar taxes require close scrutiny of annuities contracts to avoid hidden surprises.
