The municipal bond industry is concerned about a proposal to cap the value of tax-exempt municipal bond interest to 28 percent for high-income taxpayers.
The Consumer Financial Protection Bureau recently took aim at the one area in the investment/insurance world where Dodd-Frank law granted it jurisdiction issues affecting older Americans.
How much retirement income can I realistically count on from my pension? is a relatively new question in the financial lexicon. Advisors are just starting to address it.
Financial advisors who want to tap into the retiree market can differentiate their services by offering clients and prospects an annual Medicare review.