Life Planning Strategies

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  Into the mind of the baby boomer

  By Frank Maselli  |  May 23, 2013

  The boomers don’t want their parents’ rocking-chair retirement.

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  How to invest like an Ivy League endowment

  By Richard Hoe  |  May 23, 2013

  Borrow tips from the endowment experts at Harvard and Yale and you may be able to maintain a kind of portfolio sanity.

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  The future of commission-based compensation

  By Charles K. Hirsch  |  May 23, 2013

  Opinions vary on whether a fee-based system is imminent.

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  Oldest boomers are now fully retired

  By Warren S. Hersch  |  May 23, 2013

  The number of the oldest boomers who are retired continues to rise, with 52 percent fully retired now, up from 45 percent in 2011 and 19 percent in both 2008 and 2007.

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  5 ways to help middle-class clients with estate planning

  By Tom Nawrocki  |  May 23, 2013

  Non-wealthy clients might not have to worry about the estate tax, but they still need your help.

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  Swarthmore

  By Richard Hoe  |  May 23, 2013

  Why one college's decision to stop investing in oil and gas is a dumb move.

• The 1 chart that reveals just how grossly unfair the U.S. tax system has become

  By Staff Writer  |  May 23, 2013

  Corporations park billions in offshore accounts while individuals foot the bill through their taxes.

• Back into cheap debt, and oh how we missed you

  By Staff Writer  |  May 23, 2013

  In Backworld World, history has a tendency to repeat itself.

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  Top 30 colleges for highest starting salaries

  By Dan Berman  |  May 23, 2013

  Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting paychecks.

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  What it means to be an advisor

  By John Sullivan  |  May 22, 2013

  A roundtable discussion of top reps turns to an honest airing of views on politics, the economy and technology.