The same-sex marriage ruling has important financial and tax implicationsadvisors need to be aware of these for advising same-sex couples who are clients.

For a happy and worry-free retirement, most people need more than an ocean view.

For higher income clients, QLACs can drastically alter even the most basic Social Security strategies.

Read up on the tax facts you need to stay sharp and help employers get the most out of 403(b) tax sheltered annuities.

Retirement is the topic that's on everyone's mind, it seems, and tax season can raise additional questions.

A heightened fiduciary standard could boost advisors compliance costs, while increasing consumer confidence in their advice, so it's critical that advisors know the rules of the game.

Pre-tax contributions, coupled with tax-free earnings and withdrawals, make HSAs a powerful tool for covering the rising costs of your clients health coverage.