Updated Saturday, August 30, 2014 as of 6:25 PM ET
How to Get an Edge on College Savings
Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.
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Merrill Lynch's expanding financial boot camp deepens relationships by helping wealthy clients ensure that the family fortune lasts beyond this generation and the next. more »
Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama more »
Both parents and their adult children report they are more comfortable talking to a financial advisor than to one another about planning and wealth transfer issues. Use these 7 tips to boost your firm's offering. more »
Successful professional women often have specific concerns when it comes to their estates. Be sure you can help address them. more »
The Federal Housing Administration clamped down further on reverse mortgages, saying it will no longer insure a variant of the product featuring a fixed rate and a line of credit. more »
New rules up the ante on estate planning, making it imperative that planners change their tactics. more »
As advisors work with an increasingly older clientele, it's imperative they arm themselves and their clients with the right documents to prepare for the inevitable. more »
As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know. more »
As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist. more »
Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce. more »
Advisors need to spend more time helping clients plan for long-term care and inheritance allocations before problems arise, says one advisor and author. more »
Many considered Dec. 31, 2013, the final date for year-end tax planning, but there are numerous planning actions that you can take in 2014 retroactive to 2013. Here's a quick and easy guide to help with planning. more »
Congress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into post-tax plans. Their response was overwhelming. more »
10 Signs Your Clients May Be Slipping
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