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Most clients get lost trying to navigate Social Security on their own.

Everyone has bad habits. Maybe you interrupt people when they talk, let your dirty gym clothes pile up on the floor, or misuse the word “literally.”

There are two key factors – your financial situation and health history – to consider when deciding whether to buy long-term care (LTC) insurance.

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.

A Monthly Report Of Successful Fundraising Ideas, Strategies And Management Issues

Further advice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett.

Nobel laureate says advisers must recognize the cost and futility of betting against the market.

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.

Medicare covers a variety of health care services, but it certainly does not cover everything.