The Informed Advisor

Survivor benefits have some unique rules that separate them from the rest of the program.

Advisors can avoid risks and find success in breaking away to independence, says Shirl Penney, founder of Dynasty Financial Partners.

Dedicating enough time and conducting the proper amount of due diligence is the best way to ensure where you're going is a better fit than where you've been.

Local Social Security workers are not necessarily trained in, nor are they able to evaluate, complicated strategies and long-term projections.

Suspending the payroll tax for people over 65 would decrease total government receipts, yet make it easier for older adults to work.

Because a trustee will have control over assets, choosing the wrong trustee can thwart a client's best laid plans.

For clients who are public sector employees, a government pension could mean a reduction in spousal Social Security benefits.

While money may not always be an advisors' number one consideration when deciding to switch firms, it almost always becomes an emotionally charged issue. Here's what to think about.

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

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