Almost every firm I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate, and firms are coping (or not) with the transition issues surrounding those exits.

Can baby boomers retire with dignity, or is it no longer in the cards? Financial planners have what it takes to help their clients – and themselves – avoid working into their 80s and beyond.

There's little doubt most young adults are obsessed with their digital devices and the latest technology that helps them use those devices. In fact, three times as many young adults check their social media accounts daily as check their bank accounts, according to the results of a national telephone survey conducted for the AICPA.

Paychex, Inc., ranked as one of the nation's largest 401(k) recordkeepers according to PLANSPONSOR magazine's 2011 Recordkeeping survey, has announced the launch of Paychex Advisor Select 401(k) Plan, a new offering that is specifically designed for fee-based financial and investment advisors.

Robert Keebler CPA, MST, AEP, works with clients with a net worth of $5 million to more than $100 million. Many have complex financial situations, and all want to protect what they have. While his firm doesn't offer any asset protection products, they do help guide clients along in the process of getting protected.

The Social Security Administration (SSA) recently announced cost-of-living adjustments (COLAs) for 2012. There's both good news and bad news for your clients.

Do you have clients who still receive their Social Security checks in the mail? Mail carriers won't be dropping them in your clients' mailboxes in the near future.

The Government Accounting Standards Board (GASB) will propose changes later this month to the method used by most U.S. state and local governments when they report unfunded pension liabilities on their balance sheets. The proposed changes could result in an increase in the amount of liabilities governments will report.

Some taxpayers who had arranged for the RMD to be automatically deposited into their checking accounts every December deactivated that service in 2009, when the withdrawal was not required. They're paying the price now in unexpected penalties.