Updated Thursday, September 3, 2015 as of 7:24 PM ET

Portfolio

Deductions high-net-worth clients won't want to miss. Plus, how to save on Social Security costs and doing the math on real estate taxes.  More »
Hillary Clinton has rolled out a plan to make college affordable that her presidential campaign has dubbed the New College Compact, enabling students to pay for higher education without taking out costly student loans.  read more »
The advisor, who worked at U.S. Bank, claimed that he was fired in retaliation for complaining about a co-worker who he felt made unsuitable investments for the advisor's 94-year-old client.  read more »
Laddering is a good fixed-income strategy that will enable clients to earn higher yields and protect them from rate increases; Plus, how retirees can make money in the sharing economy.  read more »
People have long been wary of buying long-term care insurance, thinking they wouldn’t live long enough to collect any benefits. But new products that address their worries and complaints may help them come around.  read more »
The Internal Revenue Service has not yet adopted the updated assumptions on American's average life span, allowing companies with defined-benefit pension plans to incur at least $18 billion in savings next year; Plus, why the 4% withdrawal rule shouldn't be dismissed.  read more »
The Internal Revenue Service has not yet adopted the updated assumptions on American's average life span, allowing companies with defined-benefit pension plans to incur at least $18 billion in savings next year; Plus, why the 4% withdrawal rule shouldn't be dismissed.  read more »
"This is the future of real estate investing for individual investors,” says Acquire Real Estate CEO Steven Bettinger.
Last year, real estate crowdfunding worldwide crossed the $1 billion mark. That amount is expected to rise by 150% this year to $2.57 billion.  read more »
The August Issue is now online!


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Industry Events

September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

February 10, 2016 | Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.

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