Retirement Planning

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Why bigger isn't better when buying a house
RETIREMENT RETIREMENT PLANNING MAR 16, 2016
Why bigger isn't better when buying a house

There's plenty of evidence that it's not a great investment — and may even be a bad one in a recession.

RETIREMENT RIAS MAR 16, 2016
Historical timeline of fiduciary duty for financial advice

LPL eyes more fee-based variable annuities as fiduciary rule looms
RETIREMENT RETIREMENT PLANNING MAR 16, 2016
LPL eyes more fee-based variable annuities as fiduciary rule looms

Distribution of more variable annuities in an advisory rather than commission environment could play out as a result of Labor Department regulation.

RETIREMENT EQUITIES MAR 15, 2016
Advisers who ignore ETFs are missing out on the product evolution, and so are their clients

Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously

RETIREMENT RETIREMENT PLANNING MAR 15, 2016
Perez tries to win over Democrats skeptical of DOL fiduciary rule

With the Labor Department's fiduciary rule closing in on finalization, some lawmakers still question potential costs of implementing the measure.

Why Social Security can delay your retirement credits
RETIREMENT RETIREMENT PLANNING MAR 14, 2016
Why Social Security can delay your retirement credits

Some Social Security beneficiaries must wait an additional year for full payment.

Ways to steady retirement goals during choppy markets
RETIREMENT RETIREMENT PLANNING MAR 14, 2016
Ways to steady retirement goals during choppy markets

Utilizing a methodical system to review retirement goals can keep clients calm during the storm.

Timing of DOL study on retirement savings draws rebuke from senators
RETIREMENT RETIREMENT PLANNING MAR 14, 2016
Timing of DOL study on retirement savings draws rebuke from senators

Two top Republican senators claim the fiduciary rule is premature when the agency is still studying how Americans save.

RETIREMENT EQUITIES MAR 10, 2016
Donald Trump's health care plan starts with repealing Obamacare

<i>Breakfast with Benjamin</i> Donald Trump's health care plans includes repealing Obamacare, along with six other points. It promises to be yuuge.

RETIREMENT RETIREMENT PLANNING MAR 10, 2016
Women face a heavier financial burden from student loans

Women with loans end up paying more for college than men because they take longer to repay their debt, which accumulates interest over time.

RETIREMENT RETIREMENT PLANNING MAR 10, 2016
Medicare, reverse mortgages and the complexities of retirement planning

There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today's world.

RETIREMENT RETIREMENT PLANNING MAR 10, 2016
What Saints owner Tom Benson's estate dispute could teach your family

The billionaire prevailed in a fight to continue to handle his own financial affairs. Find out how to protect your estate before a similar conflict erupts.

RETIREMENT EQUITIES MAR 08, 2016
New IRA targets socially conscious millennial savers

<i>Breakfast with Benjamin</i> There's a new low-minimum IRA targeted to young investors who want their money invested in companies dedicated to sustainability.

3 essential personality traits for becoming a billionaire
RETIREMENT RETIREMENT PLANNING MAR 07, 2016
3 essential personality traits for becoming a billionaire

New research conducted over two decades across the 14 largest billionaire markets in the world found stark differences between the billionaires &#8220;of old&#8221; and today.

Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING MAR 07, 2016
Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule

Registered investment advisers are already held to a fiduciary standard by the SEC, but many envision higher costs and time spent on compliance-related tasks.

Peyton Manning's happy retirement hinges on good planning, smart decisions
RETIREMENT RETIREMENT PLANNING MAR 07, 2016
Peyton Manning's happy retirement hinges on good planning, smart decisions

Athletes need to save during short careers to pay for long retirements.

Why the Social Security file-and-suspend strategy isn't for everyone
RETIREMENT RETIREMENT PLANNING MAR 04, 2016
Why the Social Security file-and-suspend strategy isn't for everyone

Just because you are eligible, doesn't mean this claiming strategy is right for you.

Where Hillary Clinton, Donald Trump and the candidates stand on Social Security
RETIREMENT RETIREMENT PLANNING MAR 04, 2016
Where Hillary Clinton, Donald Trump and the candidates stand on Social Security

Next president should tackle retirement program reform.

Not just the DOL: Retirement plan advisers must prepare for increased SEC scrutiny
RETIREMENT RETIREMENT PLANNING MAR 04, 2016
Not just the DOL: Retirement plan advisers must prepare for increased SEC scrutiny

SEC now digging into rollover advice, other aspects of conflicts relating to retirement accounts

For survivor benefits, timing is everything under new Social Security rules
RETIREMENT RETIREMENT PLANNING MAR 03, 2016
For survivor benefits, timing is everything under new Social Security rules

The Social Security Administration's file-and-suspend guidance injects some confusion regarding the choice between survivor and retirement benefits.