Despite gains, steep learning curve remains on investing and cash management.
House Republicans want to vote on a bill to kill the estate tax --- for political gain if not for ultimate passage into law
If your clients think Medicare will cover most, if not all, of their health care costs in retirement, they are sorely mistaken.
Advisers need to get ahead of the 'other' retirement crisis and plan for likely expenses.
Aging advisers need to ask themselves if selling their practice can fund their own retirements.
Believe it or not, claiming benefits early sometimes makes sense.
<i>Breakfast with Benjamin:</i> Advisers go liquid to navigate Yellen Fed policy. Plus: Global stocks are loving the Fed's latest non-move, energy stocks ride high on the unrest in Iraq, an IRS excuse that the IRS would never accept from you, and political correctness has the Washington Redskins surrounded.
When it comes to living comfortably in retirement, that target symbol of wealth is past its prime. How far will $1 million go when Millennials reach retirement age?
On today's <i>Breakfast with Benjamin</i> menu, Pres. Obama pushes for tighter border rules for U.S. companies trying to exit for tax purposes, asset managers unprepared for a bear market, and more.
The qualified personal residence trust has enabled Bill and Hillary Clinton to save on estate taxes, but that doesn't mean it makes sense for everyone.
On Friday's menu: Barclays hits back on dark pool charges. Plus: Seeing the markets through the eyes of regular investors, why young folks should embrace bear markets, discount retailers set to shine, another cheap swipe at mortgage interest deductions, and the SEC hasn't forgotten about those pesky high-speed traders.
Plus: Credit Suisse exits the commodities trading business, Allianz stands by Bill Gross, silver has a golden summer run, three taxes we can all dislike together, and don't let tourist scams rain on your vacation
Husband's retirement ushers in a new era for <i>InvestmentNews</i> contributing editor.
But few are willing to pay for it.
Taking these extra steps with clients who are caring for loved ones will strengthen those relationships
Plus: Janet Yellen's dovish optimism, Ernst & Young's $4 million lobbying settlement, how Citigroup agreed on that $7 billion figure, and QE has had almost no impact on unemployment
<i>Breakfast with Benjamin:</i> Barclays tagged for HFT. Plus: A looming 401(k) crisis, the marriage math for gay couples, the fuzzy math of inflation data, tapping into the fracking boom, and Russian stocks are not for the meek.
Martin Lack admitted that for 17 years he helped U.S. clients maintain secret overseas accounts.
Veteran Social Security Administration employee shares how retirement, disability and survivor programs work.
