Advisers must deal with the harsh reality that they are getting older, and so are their clients
Yet another reason why advisers should master claiming rules
The window of opportunity to work with accountants on tax planning for this year is open, but not for long.
See if you can answer the most common questions clients pose on their benefits.
On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.
House would be next to take up the bill, which could help financial advisers' clients
If second marriage ends, the first one may still count
Extending tax credits and deductions is a priority for new Senate Finance Committee Chairman Ron Wyden, even as he indicates there won't be any major tax changes for individuals or businesses this year. What gives?
For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.
New retirees can use monthly rather than annual earnings limit.
But break-even period can be at least 20 years.
Earnings restrictions disappear at full retirement age.
Congresswoman encourages growth in number of female financial advisers.
Senator calls for changes that would encourage retirement-age workers to work longer
Simplifying strategies and balancing clients' assets across different accounts with different tax treatments can help HNW retirees.
Changes have some considering switching states – but be warned that that takes careful planning
The best way to help financial advisers understand the often-complex Social Security rules is to pose real-life client situations &mdash; typical of the questions I receive every day. And that's what I did at this year's Retirement Income Summit.
Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.
