As financial advisers roll through annual client reviews, many will face the task of having to
explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index
last year.
The complexities of Social Security’s more than 2,800 rules continue to baffle financial advisers as they strive to create secure retirement income plans for their clients.
There is nothing more devastating than the loss of a spouse. No matter how well a couple prepares for this eventuality, losing one’s husband or wife is a terrible shock and often requires years of adjustment.