A little caution in reducing bond durations now may pay off in the years ahead in terms of better portfolio returns, as well as clients confidence in being prepared for a new era of rising rates.

Debt in collection, obligations that are more than 180 days past due, is a staggering national problem, with 35.1% of U.S. credit files in this category.

Has the SEC killed MMMFs? Not exactly. A decade ago, MMMFs were rewarding cash-generators. But long before the SEC voted, MMMFs had been reduced to a utility.

Social Security start-date counseling is a valuable client service and a golden opportunity to learn more about your clients perspectives on retirement.

What's the real story on grocery cost inflation? And what can you do to help clients manage it?

Social Security benefits could be means-tested for the wealthy, but how might it happen, and what can you do to prepare clients for it?

As the cost of assisted living facilities and nursing homes keeps rising, the option of bringing long-term care services into the home keeps getting more attractive.

Those who listened to good planning advice and prepared for potential changes ahead of the crowd were able to mitigate losses in the downturn and participate in the rally that followed.