Search
TOPIC IN FOCUS
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
MORE TO EXPLORE
Expert Perspectives is the home to the voices of industry leaders, as they share their expertise and insights directly from the field.
Discover relevant content from across the suite of ALM legal publications
Media & Resources
Marlene Y. Satter has worked in and written about the financial industry for decades.
Beware online romancers who really love your retirement savings, not you.
An update on a study from 2017 suggests that employers and employees can both benefit from the strategy.
When it comes to love, financial health goes out the window. For some.
They can't even foot the bill for their own retirement, but some are already worried they'll have to pay for their parents' retirement too.
President Trump's budget calls for a mysterious $844 billion in savings, which many expect to be cuts to health care.
At issue is both bills is how the negotiation process will work for determining a fair reimbursement rate for our-of-network bills.
Those in the yellow zone are on track to save enough to be able to cover between 65–80 percent of essentials. Travel? Forget it.
Too rich to be below the federal poverty line, too poor to afford economic security -- a surprising number of retirees in some states fall into this gap.
It's not just older workers who are paying the price for age discrimination.
Leading software providers are opposing rules designed to facilitate the flow of medical information between providers and patients.