United Income models 'future life outcomes' based not only on expected investment performance but potential life spans and spending levels.
The report overstates the typical cost of a reverse mortgage in today's marketplace and misinterprets Social Security claiming strategies.
The credit reporting service disclosed this week that private information for as many as 143 million people had been compromised.
Undertaking these precautions can provide a greater sense of security and preparedness in the face of an unexpected disaster.
The monetary agreement follows a court ruling last month.
New monthly Medicare surcharges will go into effect in 2018, but sometimes they can be reversed.
New government report distorts facts and costs of home equity loans for seniors.
Regular training can help committee members understand their responsibilities to plan participants.
Most industries will go through four stages of consolidation as they mature over a 25-year period. Here's where record keepers and 401(k) advisers stand.
The fee squeeze is at a tipping point, and 401(k) advisers need to adapt by being more diligent in assessing their profit margins and value proposition.
Weather events are prompting sales of dams that cost homeowners $8,000 to $12,000, on average.
For someone with kids, both time spent in a nursing home and out-of-pocket costs are significantly lower than for those without children.
How financial advisers can help clients face the threat of outliving retirement savings
The Department of Housing and Urban Development raises premiums, tightens borrowing limits for new loans to seniors.
Declining fees and record keepers pose strong headwinds, while plan design and participant engagement could be boons for business.
If the best-interest contract remains in some form, action could switch to state courts; Finra still allows class actions.
High rates of employee turnover and inefficient administration by an employer should give advisers pause before implementing the plan-design feature.
Plaintiff says automated investment advice program is a 'predatory racketeering enterprise'
With demand limited, most advisers outsource it to lawyers and accountants, but some see value in adding it to their menu of services.
Survey finds top concerns are reducing plan expenses and managing fiduciary responsibilities.
