Financial Advisors - Your Clients

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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 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 ...
  3. 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. ...
  4. 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 ...
  5. The Next Frontier for Robo-Advisors? 529 Plans

    Here's how robo-advisors are infiltrating the 529 college savings plan market.
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. 4 Boomer Retirement Basics

    Here are 4 basics for Boomers who want to get a leg up on retirement.
  10. 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 ...
  11. 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 ...
  12. 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.
  13. 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 ...
  14. 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 ...
  15. 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 ...
  16. 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 ...
  17. How to Deal With the Retirement Pinch

    Retirees find themselves in a difficult situation in today’s economy, faced with underperforming financial markets, sluggish ...
  18. 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.
  19. 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.
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. 7 Counterintuitive Retirement Strategies That Work

    We address seven investment misconceptions, and how you can make your retirement plan make sense.
  26. Will Raising the Retirement Age Save Social Security?

    Social Security is the federal government’s biggest expenditure. Here's why raising the age of retirement may not be a bad ...
  27. Married Gays Are Surprised to See Bigger Tax Bills

    Gay married couples can now file joint federal and state returns, but they should know how the marriage penalty in the tax ...
  28. Helping Clients Weigh College Financial Aid Offers

    Now's the time for reviewing financial aid offers, which can often be confusing. Here are a few tips to help clients make ...
  29. The Best Robo-Advisors for Beginner Investors

    There are a handful of robo-advisors that may be a good fit if you're just starting out. Here's a peek at one with no fees ...
  30. Here's the Best Way to Skirt Capital Gains Taxes

    Taxpayers who know the rules for netting gains/losses can generate additional losses to net against the taxable gains in ...
  31. These Investors Needs More Advisor Attention

    Women live longer than men and their post-retirement finances are in jeopardy. A new report by the National Institute for ...
  32. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's a website that's trying to be the robo-advisor ...
  33. How Are Collectibles Taxed?

    If you plan to sell collectibles, it's imperative that you know the tax implications.
  34. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  35. How the New Fiduciary Rule Will Impact Investors

    The DOL's new fiduciary rule is now in effect. Here are a few areas where individual investors, including clients and prospects, ...
  36. 5 Tips for Those 5 Years Away from Retirement

    Whether helping a new client or working with long-time clients, here are five financial planning tips for those within five ...
  37. Retired with an HSA? How to Make the Most of It

    Here's how advisors can help retired clients make the most of HSAs and avoid mistakes.
  38. Financial Engines Broadens Advice Offerings

    Financial Engines is broadening its services to include insurance and healthcare advice.
  39. Six Things Bad Financial Advisors Do

    So you've gone to the trouble and expense of hiring a financial advisor. Here's how to decide whether they're doing you right ...
  40. Closing In On Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these essential tips.
  41. This Social Security Collection Strategy Expires Soon

    A Social Security collection strategy used by many couples to maximize benefits will not be available to new users on April ...
  42. File & Suspend Ends April 29th: How to Adjust

    Retirees, near-retirees and their financial advisors are about to lose a $60k Social Security loophole. Act fast or find ...
  43. Robo-Advisor Ellevest: Women-Focused and Stealthy

    Ellevest is a yet-to-be-launched online financial services portal aimed at women. Here's what we know so far about this stealth ...
  44. What to Know Before Moving to a Lower-Tax State

    Moving to a state with different tax rules can be very tempting. Here are some things you should consider before moving for ...
  45. Long-term Care Policies: Not All Created the Same

    All long-term care policies have unique advantages and disadvantages. Here's an overview.
  46. How African-American Savers Are Changing

    Although African Americans are still somewhat hesitant when it comes to retirement planning and investing in the stock market, ...
  47. How Advisors Can Help Surviving Spouses

    When someone dies, it's natural for a surviving spouse to grieve. But with a little planning, fear of an unknown financial ...
  48. Long-Term Care Policies: Why They're Worth It

    Long-term care insurance can be a godsend for those who need it for an extended period of time. Read on for more about this ...
  49. How to Save for Retirement Like a Wealthy CEO

    Don't have a CEO's income? You can still employ a millionaire’s saving strategy when it comes to planning for retirement. ...
  50. Why Many Americans Believe Retirement is Out of Reach

    If a financially secure retirement feels like it's just beyond your grasp, you're not alone. This year's EBRI survey reveals ...
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