You may want to update your clients retirement income planning projections to reflect benefit increases by Social Security.

For tax year 2011, for the first time ever, brokerage firms will be required to report some capital gain/loss and cost basis data. This change will create new challenges and opportunities for your clients. In this article, well explain them, so you can work more closely with clients and their...

If you dont do this already, start asking all clients and prospects where the money they put into their 401(k)s is going.

As the U.S. retirement plan industry prepares for new cost disclosures in 2012, heres a simple fact to remember: The surest and quickest way to reduce participants all-in cost of retirement plan ownership is to add index funds to the menu.

Some retirees and pre-retirees fear inflation may rise even higher, and this could have huge impact on their standards of living, especially with todays ultra-low interest rates.

As the U.S. retirement plan industry prepares for new cost disclosures in 2012, heres a simple fact to remember: The surest and quickest way to reduce participants all-in cost of retirement plan ownership is to add index funds to the menu.

As the Joint Select Committee on Deficit Reduction searches for ways to cut $1.5 trillion from the federal budget over 10 years, the issue of how the Social Security Cost of Living Index (COLA) will be indexed could become controversial for retired clients.

To encourage clients not to panic-sell on freefall market days, you may find useful a recent analysis conducted by CXO Advisory Group.