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A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?

When Frederick Feil took out a reverse mortgage on his Howard Beach home, he thought he was ensuring a comfortable future — not putting himself at risk of becoming homeless

Help your clients with this difficult conversation. Lighten up the conversation, make it more casual.

Finra says the firm failed to detect and prevent theft of approximately $1.3 million from an 89-year-old man’s account

The “five-finger” financial checkup encourages you to evaluate your financial health with five simple questions.

Wrap fee programs—when investment advisor “wraps” a portfolio’s advisory fees and commissions into a single, all-inclusive fee—are designed to protect clients from churning.

A new report by financial advisor and Nerd’s Eye View blogger Michael Kitces reveals that most people will never draw down their retirement portfolio. Why?

For nearly a decade, the rules allowing for a tax-free Qualified Charitable Distribution directly from an IRA to a charity have been on-again, off-again, a part of the infamous Tax Extenders that would lapse and be reinstated every other year.

Bruce DeBoskey: What I’ve learned from my practice

POLST (Physician Orders for Life-Sustaining Treatment) is an approach to improving end-of-life care in the United States, encouraging doctors to speak with patients and create specific medical orders to be honored by health care workers during a medical crisis.