The biggest concern of U.S. retirees and pre-retirees is inflation, and concerns over inflation have grown substantially.

Your clients who will be turning age 66 this year probably know they are eligible to begin receiving Social Security retirement benefits without regard to their work earnings.

Under the Dodd-Frank law, most Registered Investment Advisers (RIAs) with assets under management (AUM) below $100 million will soon be required to withdraw SEC registrations and register with the state where their primary office is located. The SEC has estimated that 4,100 RIAs must make this change, and time is...

Under provisions of the Dodd-Frank law that will take effect in July, virtually all hedge funds will be required to file with the SEC (and publicly disclose) new Form ADV Section 7.B data.

If you have clients who may be called into military service, its a good idea to evaluate their life insurance options at least six months before active duty begins.

Social Security retirement benefits may begin at age 62 (at the earliest) and some pre-retirees believe they will face a dilemma over whether to keep working or start their benefits at 62. If your clients are concerned over this choice, tell them to relax.

Congress has reinstated the federal estate with a $5 million Basic Exclusion Amount and 35 percent maximum tax rate for a two-year period, 2011-12.

When clients retire or lose jobs, they often feel pressure to make decisions about distributions from their 401(k)s. Tell them to relax! There is no time pressure and you will help them evaluate investment options, income needs, and tax impacts in due time.