Nearly 60% of instances of mistreatment involve monetary exploitation; what's an adviser to do?
Some advisers recommend it to clients, but others want the idea banned
With tax issue settled, it's time for financial advisers to help clients re-evaluate their plans
Expanded options are contained in the American Tax Relief Law, which was signed by President Barack Obama on Jan. 2.
Higher Medicare premiums threaten traditional retirement income planning
A 2.8% withdrawal rate over a retirement period of 30 years, with a 40% allocation to stocks, is the recipe for a 90% success rate if rates continue to stay low
Some retirees qualify for up to six months of retroactive benefits; pay for those larger items
Large support for lifting contribution cap, raising payroll tax over lengthy-time period; don't touch my bennies
Heightened scrutiny seen as a foot in the door; some drawbacks, too.
Taking a step toward portfolio diversification
Notices contained account balance errors, wrong names; cause of error discovered
After seven months on the job, Hilsheimer leaves post as president of retirement unit
