Deborah Nason is freelance business journalist who covers the investment industry and personal finance. She has been awarded the Institute Investment Foundations™ certificate from the CFA Institute.
While many like the sound of an alternative minimum tax repeal, it might make their budget — and the federal government's — worse off.
To lessen the bite taxes take on retiree's portfolios, savvy advisors train their focus on income, expenditures and asset location.
Should retirees pay off their mortgage? The strategy depends on taxes, asset and income levels and attitude toward debt and investment.
There are many opportunities for leveraging the power of a 401(k). Advisors shared with CNBC.com the smartest and dumbest ways they've seen.
Trust is the key reason clients opt for one financial advisor over another. Here are steps advisors can take to build a solid relationship.
Younger advisors are playing an increasingly important role in capturing the $30 trillion boomers are passing on to their kids.
There are many opportunities for leveraging the power of a 401(k). Advisors discussed the smartest ways and dumbest ways with CNBC.com.
Financial advisors can help protect retirement savings with an array of innovative approaches, from reverse mortgages to structured notes.
Preparing client portfolios for retirement requires optimizing and coordinating all of its moving parts, built over the decades.
The concept of "financial counseling" is making its way into mainstream financial advising. Here's how it could gain you referrals.