Retirement Planning

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RETIREMENT RETIREMENT PLANNING JUN 10, 2014
Retiree health care costs finally stop climbing

But still, the bottom line is that working beyond Medicare age saves thousands. Couples who decide to retire at 62 are likely to spend an extra $17,000 per year for a total of $271,000 during retirement.

RETIREMENT RETIREMENT PLANNING JUN 10, 2014
Where the world's riches are

The fastest growing region for affluent families is Asia.

RETIREMENT EQUITIES JUN 10, 2014
Bill Gross bets on shorter-term bonds in a controversial 'new neutral' strategy

<i>Breakfast with Benjamin:</i> Bill Gross' controversial new strategy. Plus: BlackRock CEO Fink calls out leveraged ETFs, nobody can agree on the gold-price decline, dealing with lump-sum pension offers, a solar company that makes sense, and the various forms of a caffeine addict.

RETIREMENT RETIREMENT PLANNING JUN 10, 2014
Investors value advisers, especially when retirement is looming

Investors on a panel at an InvestmentNews retirement income conference said they value the expertise of advisers, especially as they get close to or enter retirement

RETIREMENT RETIREMENT PLANNING JUN 09, 2014
In divorce, retirement is at risk

RETIREMENT RETIREMENT PLANNING JUN 09, 2014
How to connect with your clients' adult beneficiaries

Advisers must deal with the harsh reality that they are getting older, and so are their clients

RETIREMENT RETIREMENT PLANNING JUN 06, 2014
In record-setting numbers, boomers pay cash for homes

In the first quarter, 29% of non-investment homebuyers used cash, the highest on record for the period.

RETIREMENT RETIREMENT PLANNING JUN 06, 2014
MetLife to get back in variable annuity game despite first quarter declines

Even after 54% drop in VA sales over the last year, the carrier is optimistic about sales with new mix of products.

RETIREMENT RETIREMENT PLANNING JUN 06, 2014
Fixed annuity sales receiving added scrutiny from Finra

RETIREMENT RETIREMENT PLANNING JUN 06, 2014
Brain drain at Social Security Administration

Yet another reason why advisers should master claiming rules

RETIREMENT RETIREMENT PLANNING JUN 06, 2014
The latest in annuities strategies

A new report offers a look into the popularity behind indexed and structured product annuities

RETIREMENT RETIREMENT PLANNING JUN 05, 2014
Nontraded REIT returns: Where to put cash now?

The independent broker-dealer industry fattened up last year on the sale of nontraded real estate investment trusts. The question hanging over IBDs now is whether advisers are prudently reallocating the money of clients who are invested in nontraded REITs, particularly as the trusts continue to perform well and return capital to investors through listings or mergers.

RETIREMENT RETIREMENT PLANNING JUN 04, 2014
Test how much you know about Social Security

See if you can answer the most common questions clients pose on their benefits.

RETIREMENT RETIREMENT PLANNING JUN 04, 2014
Women in transition a key clientele

At <i>IN</i>'s Retirement Income Summit, advice on helping ensure more female clients stick with their adviser. To start, bring them into the conversation while they are still part of a couple.

RETIREMENT RETIREMENT PLANNING JUN 04, 2014
Demand forces Jackson National to halt VA exchanges temporarily

Seven-week block applies only to products with guaranteed living benefits, not fixed and indexed annuities.

RETIREMENT EQUITIES JUN 03, 2014
Prepare for a rocky week in the markets

On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.

The most regrettable Social Security decision
RETIREMENT RETIREMENT PLANNING JUN 02, 2014
The most regrettable Social Security decision

For a married couple, the right Social Security claiming decision can increase lifetime benefits by $100,000 or more.

RETIREMENT RETIREMENT PLANNING JUN 02, 2014
The power and limits of positive thinking

A growing body of research shows that positive thinking plays a bigger role in our behavior and success than you might think. But negative thoughts and emotions have their place, too, and can aid in solving certain kinds of problems.

RETIREMENT RETIREMENT PLANNING JUN 02, 2014
New admission secrets of top colleges

Unless your child qualifies for financial aid, admission to a top school means you'll be paying full freight -- merit-based financial aid is gone.

RETIREMENT RETIREMENT PLANNING JUN 02, 2014
What financial advisers really think about retirement

A new <InvestmentNews</i> survey finds that while advisers are still cautious, confidence in their clients' retirement is strong