Retirement Planning

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Social Security rules for the twice-widowed client
RETIREMENT RETIREMENT PLANNING DEC 22, 2016
Social Security rules for the twice-widowed client

Surviving spouse can choose when to collect each benefit.

RETIREMENT RETIREMENT PLANNING DEC 22, 2016
Why you need to have the money talk with your parents this weekend

While many parents are leery of asking their children for help with their finances, most adult children surveyed said they actually wanted to help.

Stocks versus bonds: Which best help meet retirement goals?
RETIREMENT EQUITIES DEC 22, 2016
Stocks versus bonds: Which best help meet retirement goals?

The asset-side case for stocks is unambiguous, though most people think that bonds hedge human capital better than stocks.

RETIREMENT RETIREMENT PLANNING DEC 21, 2016
President Obama's myRA retirement plan slow to gain traction

Unless a lot more people open accounts, the program's impact on America's retirement savings shortfall will remain a rounding error.

RETIREMENT RETIREMENT PLANNING DEC 21, 2016
Hotel chain targeted in 401(k) fee lawsuit alleging $29 million in damages

Plaintiffs claim excessive fund fees cost participants roughly $20 million, while high record-keeping fees cost them an additional $9 million.

RETIREMENT RETIREMENT PLANNING DEC 21, 2016
How much money would it take for you to delay your retirement?

New research finds a lump sum of $60,000 can make a big difference.

RETIREMENT RETIREMENT PLANNING DEC 21, 2016
Calculating the impact of new Social Security rules

Continuing confusion over claiming strategies creates opportunities for advisers.

RETIREMENT RETIREMENT PLANNING DEC 19, 2016
Automatic enrollment gaining ground in the smallest 401(k) plans

The trend of automatic enrollment adoption is trickling down to the smallest plans, while employers are also increasing their deferral rates above 3%.

RETIREMENT RETIREMENT PLANNING DEC 19, 2016
President Obama's myRA retirement plan slow to gain traction

Unless a lot more people open accounts, the program's impact on America's retirement savings shortfall will remain a rounding error.

RETIREMENT RETIREMENT PLANNING DEC 19, 2016
Appeals court sends 401(k) fee case Tibble vs. Edison back to District Court to be reheard

The opinion vacated the Los Angeles District Court's ruling that the case could not proceed because of a statute of limitations on three of six funds in question.

RETIREMENT RETIREMENT PLANNING DEC 19, 2016
DOL issues final rule on city retirement programs

The regulation is similar to one issued in August around state retirement programs.

RETIREMENT RETIREMENT PLANNING DEC 16, 2016
Natixis launching 401(k) market's first ESG-focused target-date mutual funds

The funds seek to capitalize on the growing popularity of environmental, social and corporate governance investing, and help diversify in an increasingly competitive TDF market.

RETIREMENT RETIREMENT PLANNING DEC 16, 2016
DOL fiduciary rule delay likely and death not out of the question

The rule could ultimately be killed or replaced, but only one course of action by firms provides certainty.

RETIREMENT RETIREMENT PLANNING DEC 15, 2016
How does your debt compare to the average American?

Find out how your credit card balances and total household debt compare to the latest national numbers.

RETIREMENT RETIREMENT PLANNING DEC 15, 2016
What the Fed's rate hike means for your money

Credit cards, home equity lines of credit, adjustable-rate mortgages and personal loans could inch higher after a rise in the federal funds rate.

What Medicare changes will mean for beneficiaries in 2017
RETIREMENT RETIREMENT PLANNING DEC 15, 2016
What Medicare changes will mean for beneficiaries in 2017

By reevaluating supplemental and prescription drug coverages, Medicare enrollees can make up for premium increases.

RETIREMENT RETIREMENT PLANNING DEC 15, 2016
How the DOL rule will change the product mix and portfolio constructions advisors offer

RETIREMENT RETIREMENT PLANNING DEC 15, 2016
Retirement income planning in the post-DOL era: Five points advisors should consider

Wells Fargo to keep commission retirement accounts under DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING DEC 15, 2016
Wells Fargo to keep commission retirement accounts under DOL fiduciary rule

Wirehouse says its decision preserves customer choice, and it comes as speculation swirls over the regulation's fate.

Raymond James scores a duo from Wells Fargo Advisors
RETIREMENT RIAS DEC 14, 2016
Raymond James scores a duo from Wells Fargo Advisors

Connecticut team manages $230 million in client assets.