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For the first time, both boys and girls born today can expect to see at least 90 years of age, according to revised mortality tables published recently by the Society of Actuaries. This represents a staggering extension of life over...

source: TIME

Those four months from January to April dwarf the rest of the year in terms of revenue generation for many of you, so they hold the keys to success — or failure. A great season can make up for a sub-par rest of the year. Conversely,...

source: CPA Practice Advisor

It is the best and the worst of times in the financial advisory business. Things are probably going great in your practice today because investor confidence has been improving. But five or 10 years from now, a new generation of investors could wreck it. Yes, asset growth...

source: Financial Advisor

While there are different tricks for using social media to meet new clients, advisor Timothy Adams offers one with a twist: He is on a mission to meet in person the more than 500 people he's already connected with via LinkedIn. "What I'm trying to do is to put my face to...

source: On Wall Street

The U.S. Department of Defense issued proposals in September to protect veterans from predatory lenders — with good reason. They're far more vulnerable to financial problems than the rest of the population. Service members are almost twice as likely to carry some credit...

source: MarketWatch

Retirement savers will have a new retirement account option in 2015. Investors will also be eligible to contribute $500 more to a 401(k) in 2015. One of the retirement account changes that will occur in the coming months is the Treasury offering a new type of retirement...

source: U.S. News & World Report


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