Retirement Planning

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RETIREMENT RETIREMENT PLANNING OCT 12, 2015
Most Americans know shockingly little about their employer-provided benefits

When was the last time you checked what your employer is offering you?

Balancing debt reduction and retirement savings among millennials
RETIREMENT RETIREMENT PLANNING OCT 12, 2015
Balancing debt reduction and retirement savings among millennials

Students are graduating with more debt than ever before, but advisers should make sure retirement savings aren't neglected.

RETIREMENT RETIREMENT PLANNING OCT 12, 2015
Is a financial plan enough?

Maintaining quality of life throughout increasingly long retirements brings a new set of challenges for advisers and their clients.

Fallout at Fortress Investment Group
RETIREMENT RETIREMENT PLANNING OCT 11, 2015
Fallout at Fortress Investment Group

<i>Breakfast with Benjamin</i>: Top hedge fund manager Michael Novogratz (pictured) hits the bricks, and the firm is closing its flagship macro hedge fund.

RETIREMENT RETIREMENT PLANNING OCT 11, 2015
Retirement plan key to good business

RETIREMENT RETIREMENT PLANNING OCT 09, 2015
Solving the 401(k)-to-IRA rollover conundrum

Rolling retirement assets into one convenient account can be a full-time job, but it doesn't have to be that way.

Advisers like reverse mortgages, but only in unique circumstances
RETIREMENT RETIREMENT PLANNING OCT 09, 2015
Advisers like reverse mortgages, but only in unique circumstances

Home-equity product for clients who plan to stay in their home indefinitely and who could use some supplemental income.

RETIREMENT RETIREMENT PLANNING OCT 09, 2015
It's time for advisers to become QDIA experts

Help plan sponsors and participants navigate the increasingly crowded retirement marketplace

No Social Security cost-of-living adjustment in 2016
RETIREMENT RETIREMENT PLANNING OCT 08, 2015
No Social Security cost-of-living adjustment in 2016

As expected, the agency will not raise benefits; meanwhile, millions of retirees face a Medicare premium spike

No Social Security cost-of-living adjustment in 2016
RETIREMENT RETIREMENT PLANNING OCT 08, 2015
No Social Security cost-of-living adjustment in 2016

Social Security recipients will not receive a benefits boost next year mostly because low gasoline prices have kept inflation too low to spark an automatic cost-of-living adjustment, the government announced.

Hillary Clinton's plan to prevent stock market crashes
RETIREMENT RETIREMENT PLANNING OCT 08, 2015
Hillary Clinton's plan to prevent stock market crashes

<i>Breakfast with Benjamin</i> The Democratic candidate proposes new fees for taking investment risks, because taking investment risks aren't risky enough already, or something like that.

RETIREMENT RETIREMENT PLANNING OCT 07, 2015
How women need to approach retirement planning differently than men

Women need to move beyond the financial paralysis that grips them and become savvy investors, according to a new book.

Wall Street is now fretting over the threat of another recession
RETIREMENT EQUITIES OCT 07, 2015
Wall Street is now fretting over the threat of another recession

<i>Breakfast with Benjamin</i>: The word 'recession' is being used openly on Wall Street, in case you needed more proof that the U.S. economy is barely moving forward.

Advisers fall short on implementation of long-term-care insurance
RETIREMENT RETIREMENT PLANNING OCT 07, 2015
Advisers fall short on implementation of long-term-care insurance

Most know it's a key part of retirement planning but lack in-depth knowledge when the need for care arises.

RETIREMENT RETIREMENT PLANNING OCT 06, 2015
What your credit score means for the success of your relationship

The next time your significant other asks, &quot;What's your number?&quot; you might want to make sure you're on the same wavelength before answering.

RETIREMENT RETIREMENT PLANNING OCT 06, 2015
Childcare costs take a chunk out of household budgets

The cost of care for families with two children now exceeds rent in most areas of the U.S., according to new data from the Economic Policy Institute.

U.S. retirement assets flat in second quarter
RETIREMENT RETIREMENT PLANNING OCT 04, 2015
U.S. retirement assets flat in second quarter

ICI says assets in DC plans rose slightly to $6.8 trillion, up 0.4% from the quarter ended March 31. Of that, $4.7 trillion was in 401(k) plans.

Retirement specialists have outsized influence in adviser-sold DC market
RETIREMENT RETIREMENT PLANNING OCT 02, 2015
Retirement specialists have outsized influence in adviser-sold DC market

Plan sponsors have turned to experts as they've recognized the full scope of their responsibility with respect to DC plans.

What advisers should listen for in Tuesday's Democratic presidential debate
RETIREMENT RETIREMENT PLANNING OCT 01, 2015
What advisers should listen for in Tuesday's Democratic presidential debate

DOL fiduciary rule, taxes and Social Security are all prime subjects for discussion as five contenders look for opportunities to stand out.

What advisers need to know when working with May-December couples
RETIREMENT RETIREMENT PLANNING OCT 01, 2015
What advisers need to know when working with May-December couples

Six areas in which planning for couples with a wide age difference may require different financial advice.