Financial Advisors - Your Clients

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  1. How the Fiduciary Rule Will Impact 401(k) Advisors

    Here's the impact that the new fiduciary rules will have on financial advisors serving as advisors to 401(k) and other defined ...
  2. Top 4 Financial Pitfalls to Avoid in Retirement

    No matter how idyllic your retirement plans are, it's important to have contingency funds for these three unexpected—and ...
  3. Why Retirement Plan Sponsors Could Face Litigation

    A Supreme Court decision makes it easier for retirement plan participants to sue their employers. Apathy is not a strategy ...
  4. The Fiduciary Rule and Its Impact on Mutual Funds

    The cost of mutual funds will come under scrutiny as part of the move towards transparency with the DoL's new fiduciary rules.
  5. Why Advisors Should Offer HSA Advice

    As HSAs continue to gain steam, advisors need to incorporate them into their practices in order to round out their product ...
  6. Boomers: Try These 6 Unusual Retirement Tips

    You're likely well-versed in the usual retirement planning tips. Here's a list of lesser-known ways to try to fatten up your ...
  7. Advisors: Your Women Clients Are Not All the Same

    Advisors who want to work with women clients need to understand that they are a diverse group with these distinct financial ...
  8. What Advisors Should Know About “Gray Divorce"

    Divorce among couples age 50 and above is on the rise. Here's how advisors can help these clients find their financial footing ...
  9. Senior Citizens Feel Cheated by LTC Rate Hikes

    It's grim news for some long-term care policy holders who now face a bleak choice of settling for reduced benefits or paying ...
  10. Most Americans Lack an Emergency Fund

    A recent study reveals that two-thirds of Americans can't come up with $1,000 for emergency expenses.
  11. California Readies State-Sponsored Retirement Plan

    California is aiming to be the next state to roll out a state-sponsored retirement plan.
  12. College Tuition: 8 Mistakes Parents Should Avoid

    Here are 8 mistakes parents should avoid while saving for college tuition.
  13. Putting Your Money to Work for the Greater Good

    There are several ways to put your capital to work for social or charitable causes, while also facilitating moves that support ...
  14. Why Fiduciary Rule Revisions are Rankling Advisors

    The final version of the fiduciary rule contained several revisions that now appear to be less beneficial to advisors than ...
  15. Why Advisors Should Focus on Roth 401(k)s

    The use of Roth 401(k) plans is slowly rising which means advisors need to stay educated about the latest rules.
  16. Healthcare and the Election: What's at Stake

    When it comes to healthcare and its costs, financial advisors should educate their clients as to what could be at stake during ...
  17. Tips for Making Your Nest Egg Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  18. Retirement Planning: Don't Do These 6 Things

    If you’re putting in the work to build your retirement, you should put in the work to protect it. Here are six mistakes to ...
  19. How Hard is It to Dump Gun Stocks?

    Activist group Gays Against Guns is putting pressure on BlackRock to divest gun stocks held by some of its funds.
  20. DLHYX,MBCLX: MassMutual Funds Rated 5 Stars by Morningstar

    Learn about MassMutual, its track record since opening its doors in 1851 and the top two of its funds to consider with five-star ...
  21. How Retirees Should Think About Investing

    Older households are still rebuilding their assets in a post-recession environment. Learn how to think about the task during ...
  22. Tips for Boosting Your Retirement Income

    Here are some best practices on how to generate as much retirement income as possible.
  23. America's Top CEOs and Their College Degrees

    You might expect all of America's top CEOs to have a business degree from an Ivy League school, but they hail from a variety ...
  24. How to Use Life Insurance to Manage Legacies

    These are some of the legacy-building ways that life insurance policies can be used.
  25. How to Break the Paycheck-to-Paycheck Cycle

    Living paycheck-to-paycheck — which many high-income earners do — leaves little wiggle room for any unexpected expenses.
  26. Couples: Avoid These 3 Big Financial Mistakes

    Money is one of the top reasons couples argue. Here are the major issues advisors need to be aware of to help couples avoid ...
  27. What Advisors Need to Know about ABLE Accounts

    ABLE plans represent a low-cost alternative to special needs trusts, and they can also be used in conjunction with them. ...
  28. Family Business Estate Tax Loophole Could Be Closed

    The Treasury department is aiming to close a loophole that would result in higher estate and gift taxes for some wealthy ...
  29. How to Help Female Clients Retire Successfully

    Financial advisors working with female clients need to take their unique needs into account to ensure they retire successfully. ...
  30. Why Some Millionaires Have the Middle-Class Blues

    Recent studies show that a large percentage of U.S. millionaires classify themselves as middle class. Here's why.
  31. 5 Signs You're Getting Bad Financial Advice

    Use good judgment and practice due diligence when contracting with professional money managers and advisors.
  32. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  33. What to Do If Your Retirement Account Takes a Hit

    A shrinking retirement account is scary at any age. Here's what to do if your retirement account takes a sudden hit.
  34. Checking In on the Donor-Advised Funds Revolution

    Donor-advised funds are exploding in popularity among high net worth individuals. These charitable giving vehicles have received ...
  35. Lawsuits Aim to Overturn DOL's Fiduciary Rule

    Five lawsuits aim to overturn the DOL fiduciary rule that was introduced earlier this year. This is an overview of the complaints ...
  36. Clearing Up 7 Big Social Security/Medicare Myths

    Here are some common misconceptions that many clients of financial advisors have when it comes time to file for Social Security ...
  37. What Does It Cost to Retire in the Philippines?

    Find out why the Philippines rates as one of the cheapest retirement spots in the world and why many choose to spend their ...
  38. Why Advisors Need to Offer ESG Strategies

    Advisors who ignore environmental, social and governance investing do so at their peril, particularly those who work with ...
  39. Money Habits Of The Millennials

    Millennials are facing the bleakest financial future of any generation in decades, and are not likely to enjoy the same standard ...
  40. How to Pay Minimal Taxes on Retirement Assets

    Withdrawing and spending during retirement can be complicated. Here are some tips on how to manage the process in the most ...
  41. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  42. 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 ...
  43. Pay-to-Play Rule Back in Spotlight with Pence Nom

    The SEC pay-to-play rule, which limits campaign contributions from financial advisors, is especially relevant with Governor ...
  44. These Robo-Advisors Aim to Serve Women

    Women's general lack of confidence in investing makes the female market a ripe one for tailored advisory services. Here's ...
  45. How to Advise Non-U.S. Citizens on Social Security

    Advising clients who are not U.S. citizens on Social Security is complex. Here is how you can successfully navigate this ...
  46. Act (Invest) Your Age

    It’s never too late to invest for retirement. Make the right decisions for where you're at.
  47. Find a New Financial Advisor Who's Right for You

    It is a jolt when a long-time financial consultant leaves. Be sure not to make a snap decision.
  48. The 4% Withdrawal Rule: One Size Fits All?

    The 4% rule for retirement withdrawals has been a staple in financial planning for over 20 years, but no rule of thumb or ...
  49. Using 529 Plans to Save for College

    Paying for college is no easy feat. Here is a lowdown on 529 plans, the educational savings plans that help families set ...
  50. Why Clients Should Save More for Medical Expenses

    Here's how to approach clients to get them to save more toward medical expenses in retirement, which continue to grow.
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