Retirement Planning

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RETIREMENT RETIREMENT PLANNING SEP 11, 2014
Adviser movement heats up the dog days of summer

This week's top <i>InvestmentNews</i> stories feature an LPL exec's exit, potential pitfalls for brokers changing jobs, a flurry of adviser moves and a high-profile lesson in trust planning.

RETIREMENT RETIREMENT PLANNING SEP 10, 2014
Joan Rivers teaches about end-of-life planning

The comedienne prepared for death by talking about, and apparently, enabling her daughter as decision-maker

RETIREMENT RETIREMENT PLANNING SEP 10, 2014
Employees shy away from personalized 401(k) advice

Retirement plan advisers need strategies to engage otherwise reluctant participants.

RETIREMENT RETIREMENT PLANNING SEP 09, 2014
Why the student loan crisis could be worse than the subprime mortgage catastrophe

Are young professionals who can't pay walking straight into debtor's prison?

RETIREMENT RETIREMENT PLANNING SEP 09, 2014
College savings in 529 plans hit record high. Find out how the numbers break down.

RETIREMENT RETIREMENT PLANNING SEP 08, 2014
NY losing millionaire edge, says study

The Big Apple lags in creating wealthy Americans

RETIREMENT RETIREMENT PLANNING SEP 08, 2014
Inflation, markets affect Social Security claiming decision

Discount rate, inflation and taxes determine the lifetime value.

RETIREMENT RETIREMENT PLANNING SEP 07, 2014
Financing your child's college education could imperil your retirement

A rising number of households is bearing debt for the younger generation

RETIREMENT RETIREMENT PLANNING SEP 07, 2014
Long-term care carriers

Provider data covering new and in-force policies and premiums

RETIREMENT RETIREMENT PLANNING SEP 04, 2014
Social Security tool steps out with new version

Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.

RETIREMENT RETIREMENT PLANNING SEP 04, 2014
Two foolproof tricks for financial procrastinators

Every time a decision or action is postponed, the chance that it will be completely forgotten increases. Here's how to short-circuit forgetfulness.

RETIREMENT RETIREMENT PLANNING SEP 04, 2014
Merrill Lynch launches technology-driven retirement tools

Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients.

RETIREMENT RETIREMENT PLANNING SEP 04, 2014
Employers want fiduciary duty for 401(k) plans, AARP survey finds

Brokers say they already work in clients' best interest, but formalizing it will eliminate their ability to service small accounts.

RETIREMENT RETIREMENT PLANNING SEP 03, 2014
Social Security offset rules can cut or eliminate benefits

Public employees, including some schoolteachers, may not be aware of reductions.

RETIREMENT RETIREMENT PLANNING SEP 02, 2014
How a sad diagnosis changes Social Security claiming strategy

For one couple, shortened life expectancy means they should probably collect benefits early

RETIREMENT EQUITIES SEP 02, 2014
Bringing back pooled 401(k) plans could derail a fund industry cash cow

Today's <i>Breakfast with Benjamin</i> menu features: Revisiting the idea of pooled 401(k) plans, plus Jack Bogle gives a half nod to Fed policy, the curious appeal of water ETFs, and more rich folks are calling for a market correction.

RETIREMENT RETIREMENT PLANNING SEP 02, 2014
What top 401(k) plans do differently

A new ranking reveals which industries have the best plans &amp;mdash; and what features set them apart.

RETIREMENT RETIREMENT PLANNING SEP 02, 2014
Some target-date funds are boosting equities

As financial crisis recedes, participants' risk tolerance levels climb and providers adjust

RETIREMENT RETIREMENT PLANNING AUG 31, 2014
Small businesses still ailing in wake of Affordable Care Act

The ACA has helped individuals, but small business employers continue to struggle with the new law. <b><i>Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20140831/HEALTH&quot;>Don't miss our full Health Care Planning special report.</a></b></i>

RETIREMENT EQUITIES AUG 29, 2014
Bears are giving up and that could be a bad sign

<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.