Results for "retirement"

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Bogle: SocSec greatest fixed income

June 16, 2013

The rule of thumb has always been that as individuals get older they should allocate more to bonds, but that may not be the best route to retirement — and not just because of rising interest rates. They may be overlooking the other big source...

Live from Morningstar Are retirees holding too many bonds?

June 13, 2013

The rule of thumb has always been that as individuals gets older they should allocate more to bonds, but that may not be the best route to retirement — and not just because of rising interest rates. They may be overlooking the other big source...

Medical pros on the front line in fight against financial abuse of seniors

June 12, 2013

Medical professionals are finding themselves at center stage in the fight against elder financial abuse and they are ready to help. About 59% of doctors and nurses think cognitive impairment makes seniors vulnerable to financial exploitation...

The most misunderstood Social Security rule

June 12, 2013

In one of my recent blogs, I discussed Social Security spousal benefits, explaining how spousal benefits can be worth up to half of the amount of a worker's benefit if collected at full retirement age. I also noted that because spousal benefits...

Mutual fund costs for 401(k) plans still dropping

June 12, 2013

Mutual fund costs continue to tumble for 401(k) plans, thanks in part to plan sponsors' demands for cheaper investment options. Costs have been coming down over the years for mutual funds in retirement plans, according to a report from the Investment...

Mary Beth Franklin: No mulligan after claiming spousal benefits early

June 10, 2013

Readers of my InvestmentNews blogs and columns come up with the best questions! They make me rethink how I can present information about the often-complicated Social Security claiming rules in a clearer fashion. Sarah, a financial adviser in...

Brokers up in arms over The Hartford's VA plan

June 9, 2013

Broker-dealer executives are worried about the amount of work — and the potential liability — they may face following The Hartford's announcement that it's reining in investment options for some variable annuities. The insurer recently notified...

Five budget items that target retirement accounts

June 9, 2013

Five proposals were included in this year's federal budget that directly relate to retirement accounts. Here is a rundown of each proposal, its main benefit and its drawback. 1) Establish a “cap” on retirement savings, prohibiting additional...

Why we need to fix Social Security now

June 9, 2013

When the Social Security trustees issued their annual report recently, you could almost hear a collective sigh of relief across the country. The long-range financial outlook for the nation's crucial retirement system is still on track to pay...

Dynasty offering insurance

June 9, 2013

Dynasty Financial Partners LLC has launched a new service, Dynasty Insurance Services, to support its network of 18 firms in writing fixed-life-insurance, and annuity, disability and long-term-care contracts. With wirehouse advisers going independent,...

Next benefit fortress to fall: Employee health insurance

June 9, 2013

Workplace-based health insurance is following in the footsteps of retirement benefits. In response to rising premiums over the past few years and fear of the unknown when Affordable Care Act changes kick in next year, increasing numbers of employers...

B-D execs up in arms over The Hartford's VA plan

June 7, 2013

Broker-dealer executives are worried about the amount of work — and the potential liability — they may face following The Hartford's announcement that it's reining in investment options for some variable annuities. The insurer recently notified...

Mary Beth Franklin: How to mesh Social Security disability and retirement strategies

June 6, 2013

I received an interesting question from a financial adviser in West Chester, Pa, yesterday about how to coordinate Social Security disability and retirement benefits. Jeff asked me to recommend an optimum claiming strategy for his client, a...

One-stop shop for insurance licenses closer to reality

June 6, 2013

The Senate Banking Committee on Thursday unanimously approved legislation that would make it easier to obtain licenses to sell insurance in multiple states. The measure would establish a non-profit, independent board – the National Association...

Hartford's VA redo could kill off living benefits for some clients

June 6, 2013

Advisers who sold Hartford Life variable annuities are in for a busy summer tracking down clients who hold certain annuities that are slated for major changes. Policyholders who fail to act could lose their benefits. The company is applying...

Interest rate spike could whack VA sellers

June 5, 2013

Just as insurers are beginning to take comfort in strong stock markets and look ahead to rising interest rates, a new risk could bedevil their blocks of variable annuity business. Life insurers haven't really confronted the possibility of a...

Dynasty branches out to the insurance side

June 3, 2013

Dynasty Financial Partners LLC has launched a new service, Dynasty Insurance Services, to support its network of 18 firms in writing fixed-life-insurance, annuity, disability and long-term-care contracts. With advisers leaving wirehouses and...

As MetLife cuts, adviser ranks are thinning out fast

June 2, 2013

MetLife Inc. is making good on its plans to ratchet down sales of variable annuities and universal life insurance with secondary guarantees in the United States, and dramatically reduce head count in its financial adviser force. Over the past...

Gaining Social Security expertise can make advisers clients' allies

June 2, 2013

More and more, financial advisers are becoming experts in Social Security-claiming strategies, and their clients are better off as a result. And for those who haven't yet mastered the intricacies of this vital benefits program, there is no shortage...

66 is magic number for retirement age

June 2, 2013

Sixty-six is the magic retirement age for those seeking full Social Security eligibility, but Medicare eligibility appears to be a considerable factor for those who decide to stop working at 65. That was the conclusion of a study published by...

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