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Growing consumer demand for health care and Social Security advice
Report shows an opportunity for advisers with this expertise.
Same-sex couples inch closer to full Social Security benefits
Attorney General Loretta Lynch announced Wednesday that federal marriage benefits soon will be available to same-sex couples nationwide following the Supreme Court ruling in Obergefell v. Hodges on June 26.
Advisers need to pick up their game when calculating clients’ retirement
With retirement tools proliferating, clients need ones that advisers can use to tell a story.
IRS chief says Affordable Care Act not a problem for taxpayers
Commissioner John Koskinen says biggest concerns are enforcement and identity theft.
Krawcheck to advisers: ‘Middle-aged white guys’ must help women get raises
At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings.
An adviser’s touch can improve tax aware investing
Robo-advisers can miss key details when planning for high-net-worth investors.
An adviser’s retirement income software toolbox
Software that helps with issues ranging from health care costs to tax-efficient withdrawal strategies
A retirement plan from the guy who teaches retirement income planning
The American College's David Littell lays out his goals and strategies and finds that sometimes, it's not as easy in real life as on paper.
When it comes to retirement savings, millennials blow past boomers
Hindsight and grit make millennials a financially savvy generation
Lawmakers consider lower tax rate for intellectual property housed in the U.S.
The idea — known as a patent box or innovation box — would help companies trying to maintain low tax rates they've achieved by booking income in overseas tax havens.
Everything you need to know about setting up a private foundation
Prospective donors will want to be ready to give both their money and their time.
Social Security envisions a new tech-savvy future
Agency embraces technology while juggling demand for increased face-to-face service.
Majority of Americans flunk Social Security quiz
Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.
A Social Security benefit is a terrible thing to waste
Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
When both spouses lose some or all of their Social Security benefits
Excess earnings before full retirement age can reduce payments to both spouses.
Financial advisers are putting ETFs in the driver’s seat
Mutual fund popularity fades as the bull market lives on.
Supreme Court rulings imminent in cases with financial planning implications
High court is set to announce opinions in two cases — one on same-sex marriage and another on health care — that will impact the advice financial planners deliver to clients.
Social Security’s $12.4 million error
Agency overpays spousal benefits to some public employees, underpays others.
Americans are saving more these days and that’s not necessarily a good thing: Fink
Breakfast with Benjamin: BlackRock CEO Laurence Fink says low rates are pushing more Americans to boost savings as their fear of retirement security increases, thanks to low rates.
The real reason the Federal Reserve isn’t raising interest rates
Breakfast with Benjamin: The real reason the Fed is sitting on its hands boils down to a lousy employment market.
