Financial Advisors - Saving and Spending

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  1. Unplanned Early Retirement? Helping Clients Deal

    Here are some planning steps to consider with your clients if they are faced with an unplanned early retirement.
  2. Why Investors Need to Lower Their Expectations

    The golden age of investing for investors is about to end, according to a recent McKinsey & Co. report.
  3. Why Coverdell ESAs May Trump 529 Plans

    Coverdell ESAs still trail 529 plans in popularity by a wide margin due to their low contribution limits. But these accounts ...
  4. 4 ETFs for a Rising U.S. Dollar (UUP, IWM)

    If the Federal Reserve hikes rates, these four ETFs might see some upside.
  5. How Long Will You Live? This Tool Will Tell You

    Longevity-calculating tools help advisors guide clients through their financial livelihood during their retirement years. ...
  6. Smart Beta: How Does Quality Factor In?

    One of the factors used in smart beta strategies is quality. Here's a look at this popular factor and the ETFs that use it. ...
  7. Are Millennial Retirement Savers Doomed?

    A new McKinsey report spells a grim financial future for Millennials, who will have to work harder and save more than their ...
  8. How New SEC Rule Would Hit Alternative Mutual Funds

    New rules proposed by the SEC could require some alternative mutual funds to scale back the use of derivatives.
  9. Why Most Analysts Remain Bullish on Gold

    Many analysts are bullish on gold for the foreseeable future. Here's why.
  10. The Next Frontier for Robo-Advisors? 529 Plans

    Here's how robo-advisors are infiltrating the 529 college savings plan market.
  11. How to Protect Your Parents from Financial Fraud

    How do you protect your parents from being victims of financial fraud before it happens? Here are some tips to help you minimize ...
  12. ETFs vs. Mutual Funds: How Investors Can Choose

    While ETFs and mutual funds are fundamentally different, they also provide many of the same benefits. Here's how to choose ...
  13. Investor Wants vs. Advisor Actions: Why is There a Gap?

    New research shows a disconnect between investor wants and what advisors are doling out. Here's what advisors should do to ...
  14. Roth IRA Scams: What to Watch Out For

    Here’s what you need to watch out for when it comes to investment and business opportunities using Roth IRAs.
  15. Strategic/Smart Beta: What Investors Should Know

    Here’s what your clients need to know about smart beta funds and how they can impact their portfolios.
  16. Why Inflation Feels Higher Than the Fed's Target Rate

    Follow the monthly readings on core PCE inflation in the Personal Income and Outlays reports to understand the Federal Reserve's ...
  17. Seriously, What is Helicopter Money?

    Helicopter money is making waves amid zero and negative interest rates prevailing in major economies. Here’s how it works.
  18. 3 Reasons Why The US EXIM Bank Matters

    Ex-Im Bank supports American job creation by financing exports, it fills gaps in export financing, and it enables U.S. companies ...
  19. These Are the Best Places to Put Your Cash Now

    If you are looking for a good place to put your money right now, here are a few ideas that can put—or help you keep—a little ...
  20. 8 Common Biases That Impact Investment Decisions

    Behavioral biases hit us all as investors and can vary depending upon our investor personality type.
  21. How to Use Client Tax Forms to Gain More Business

    Financial planners can learn a great deal about their clients by looking at their tax returns. Here's specifically where ...
  22. 4 Boomer Retirement Basics

    Here are 4 basics for Boomers who want to get a leg up on retirement.
  23. Avoid These 11 High-Net-Worth Money Mistakes

    With larger sums come more chances for bigger mistakes. Here is a list of 11 common high-net-worth retirement planning mistakes ...
  24. Concentrated Funds: Here's What to Know

    Concentrated funds can help clients achieve returns with a smaller base of diversification than traditional funds. Here's ...
  25. Top Alternatives to the File and Suspend Strategy

    Although the file and suspend strategy has ended there are a few other options that can still increase the amount of retirement ...
  26. These States May Face Junk Muni Bond Defaults

    Puerto Rico may not be the only issuing authority to default on its bonds. Several states are also in trouble--some due to ...
  27. Why It's So Important to Update Your Estate Plan

    As rules and exemptions tied to the estate tax change, so should your estate plan. Here's why updating it is so important.
  28. When Maxing Out Your 401(k) Isn't a Good Idea

    Maxing out your 401(k) is a great accomplishment, but not always the best thing to do. Here are three times when it doesn't ...
  29. Ready to Retire? Ask Yourself These 3 Questions

    Can you afford to stop working and step into a comfortable, stress-free retirement? Here are three questions to ask to help ...
  30. How to Choose Between a Roth or Traditional 401(k)

    A Roth 401(k) offers potential advantages, but may or may not be the right choice for a given client. Here's how to decide. ...
  31. Can Lump Sum Payments Fix Social Security?

    Solving the problems that riddle Social Security won't be carried out with a single solution. Here's one idea that could ...
  32. How Trump’s Debt Plan Would Hammer U.S. Savers

    Some experts say that Trump's economic proposals for the U.S. have the potential to send the markets into a deep tailspin. ...
  33. These Funds Have Seen a Decade of Outflows

    Actively-managed mutual funds have seen ongoing outflows over the last 10 years. Why and will this trend continue?
  34. Just What Does the DoL Mean By 'Reasonable Cost'?

    The DoL's new fiduciary rule requires RIAs who work with retirement plans to provide services to clients at a reasonable ...
  35. File and Suspend is Done: Now What for Spousal Benefits?

    The popular file and suspend strategy for couples claiming Social Security has been eliminated, but spousal benefits remain ...
  36. Puerto Rico Bonds: What Investors Should Know

    The real impact of Puerto Rico’s debt crisis has yet to be felt by investors, but it's coming soon.
  37. This Big Expense Can Ruin a Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  38. Just How Little Have Americans Saved for Retirement?

    If you've saved less than $10,000 for retirement — or haven't saved at all — you're like the majority of Americans, according ...
  39. How to Deal With the Retirement Pinch

    Retirees find themselves in a difficult situation in today’s economy, faced with underperforming financial markets, sluggish ...
  40. Why Boomers Aren't Saving Enough for Retirement

    A new study shows Baby Boomers aren't saving enough for retirement. Here's what they can do to turn things around.
  41. How to Help Clients Navigate Survivor Benefits

    Here are some ways to help client couples do what they can to maximize any potential Social Security survivor benefits.
  42. Top Social Security Tips for Government Employees

    Government employees have special issues to consider when it comes to computing Social Security payouts. Here's how to navigate ...
  43. Will the Backdoor Roth IRA be Eliminated?

    The President’s 2017 budget has proposed several changes to the rules regarding retirement accounts with those for Roth IRAs ...
  44. Retirees: Beware of These 6 IRS Red Flags

    Tax audits are stressful and can result in expensive fines. Here are six things to know about when it comes to sidestepping ...
  45. Why is the Bond Market So Risky?

    Investors who wish to buy bonds need to understand the risks they face in the market for the foreseeable future.
  46. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not ...
  47. Can You Save Too Much for Retirement?

    Planning how much you need for retirement is not an easy task—there are many variables to consider. Here's a little help ...
  48. How Annuities Can Boost Your Retirement Confidence

    If you are ready to be more confident about living comfortably in retirement, having a guaranteed lifetime income via an ...
  49. 7 Counterintuitive Retirement Strategies That Work

    We address seven investment misconceptions, and how you can make your retirement plan make sense.
  50. What All Investors Should Know About ETFs

    ETFs have become popular for their versatility and variety, but that doesn't mean they're always the right choice and that ...
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Hot Definitions
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