Retirement Planning

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Retirement accounts are hitting new highs, which is good news for advisers
RETIREMENT EQUITIES AUG 07, 2015
Retirement accounts are hitting new highs, which is good news for advisers

<i>Breakfast with Benjamin</i>: Investors are really starting to sock money away for retirement, which is good news for advisers.

Michael Kitces' weekend reading for financial advisers
RETIREMENT RETIREMENT PLANNING AUG 06, 2015
Michael Kitces' weekend reading for financial advisers

Pimco gets put on notice, the latest twist in the CFP Board-Camarda battle, and the rest of the week's must-reads for advisers

RETIREMENT RETIREMENT PLANNING AUG 06, 2015
Ask the Adviser: Can I really afford that vacation home?

You've picked your favorite vacation destination, visited multiple times and gotten to know the town. Now here's how to make that second home a permanent reality.

China's stock market freefall has only just begun
RETIREMENT EQUITIES AUG 06, 2015
China's stock market freefall has only just begun

<i>Breakfast with Benjamin</i> China's stock market rout is being described as just the beginning, with some big moves still to come.

RETIREMENT RETIREMENT PLANNING AUG 05, 2015
These retirement policy reform ideas sparked death threats

Economics professor Teresa Ghilarducci explains her controversial proposals for mandated savings, risk aversion and avoiding fees.

Social Security cost-of-living adjustment unlikely for 2016
RETIREMENT RETIREMENT PLANNING AUG 05, 2015
Social Security cost-of-living adjustment unlikely for 2016

High-income retirees could see net benefits decline as their Medicare premiums rise.

Donald Trump's investment portfolio a messy hodgepodge: advisers
RETIREMENT EQUITIES AUG 05, 2015
Donald Trump's investment portfolio a messy hodgepodge: advisers

Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH&quot;" target="&quot;_blank&quot;" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>

Companies from Facebook to JPMorgan squeeze 401(k) plans
RETIREMENT RETIREMENT PLANNING AUG 05, 2015
Companies from Facebook to JPMorgan squeeze 401(k) plans

Tactics include holding back on both the amount and timing of 401(k) matches and dragging out vesting schedules.

RETIREMENT RETIREMENT PLANNING AUG 04, 2015
Why stepchildren are more likely to feud over the family fortune

Blended families face increased risks for fights over money, survey shows.

RETIREMENT RETIREMENT PLANNING AUG 03, 2015
The critical retirement cost many advisers aren't discussing with clients

Transportation is one of the highest expenditures for older Americans, yet many advisers aren't pushing the mobility conversation with clients.

Puerto Rico's default could ripple through average Americans' portfolios
RETIREMENT EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

RETIREMENT RETIREMENT PLANNING JUL 31, 2015
Expert tips for buying a private island — and upgrading its amenities

Creating your own private-island paradise is doable, but it won't be easy, warns expert developer Doug Kulig.

RETIREMENT RETIREMENT PLANNING JUL 30, 2015
Warning: You may be overexposed to stocks in your retirement plan

Older workers may be taking on more risk than they realize, says Fidelity.

RETIREMENT RETIREMENT PLANNING JUL 30, 2015
Trump sells NYC penthouse for $21M, 40% under initial list price

The five-bedroom, seven-and-a-half-bath Park Avenue apartment spanning the entire 24th floor has a private elevator, floor-to-ceiling windows, Italian brass doorknobs, marble baths and a windowed chef's kitchen.

RETIREMENT RETIREMENT PLANNING JUL 30, 2015
What Bobbi Kristina Brown's death can teach us about estate planning

The tragedy of Whitney Houston's daughter is even more heartbreaking because poor planning played such a critical role.

It's time to take a close look at your bond portfolio
RETIREMENT RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

RETIREMENT RETIREMENT PLANNING JUL 29, 2015
What you may not have realized about debt

Owing money can be both deadly and lucrative. Here's how to tell the difference.

RETIREMENT RETIREMENT PLANNING JUL 29, 2015
Looking to buy a home? How you can win a bidding war without having the most cash

Polish your letter-writing skills and start kissing up to the sellers. Pie, anyone?

RETIREMENT RETIREMENT PLANNING JUL 29, 2015
Feeling retirement stress? Some products offer guaranteed income stream

While not for everyone, Americans need a better understanding of annuities and other products that can provide them with steady income in retirement.

RETIREMENT RETIREMENT PLANNING JUL 28, 2015
Crashing commodity prices will give the Fed one more reason to not raise rates

<i>Breakfast with Benjamin</i>: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.