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Three important reasons why investors should be working with a fiduciary

Holding advisors to a fiduciary standard is in the best interest of investors.

Naming beneficiaries should be the easiest task when it comes to estate planning, right? If only.

Do-it-yourself estate planning can be dangerous if you don’t know about potential traps.

Let’s call it a guide to decoding lobbyist jargon.

Newly empowered Republicans in Washington are not retreating from their battle to overturn a new regulation that protects retirement savers from conflicted investment advice. But for the public, the battle is winding down – and the regulators are winning.

The A-B trust strategy has long been a staple of planners to help minimize their clients’ estate taxes. However, a significant complication of this approach occurs when the only, or primary, asset available to fund the trust is a retirement account such as an IRA.

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.