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For charitably inclined clients, some donations may be better than others. Tactics that excel during a client’s lifetime might not be ideal at death.

Artists and poets have long argued that the key to happiness is not money — and landmark research may prove them right.

There is a growing problem with how aging clients are appointing people to assist them with financial matters. Fortunately, it’s a problem that advisers can play a vital role in helping to fix.

Before advisers stuff their Social Security notes in the nether regions of their file cabinets and get back to worrying about the new Department of Labor rules, they might want to look at a recent Government Accountability Office report.

What exactly is a fiduciary?

The average American has grown more tight-fisted in recent years, donating a smaller portion of his or her income to charity than he or she did 10 years ago.

If you thought medicare would help you pay for dental work, hearing aids and home health care, you’d be wrong.

Let’s review some of the basic principles of the living trust

Schoolteachers and others who pursue careers of service in exchange for modest paychecks get lightly regulated retirement plans that often charge excessive fees.

Schoolteachers and other government and nonprofit workers are often at the mercy of confusing contracts tied to arcane investments, sold by representatives who may not understand them.