The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
For investors who aren't comfortable with bonds that aren't likely to act like bonds when there is a stock market correction, there may be a better way.
The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.
As large long-term-care insurance sellers like John Hancock and Genworth both pursue rate hikes, one analyst says advisers should brace themselves for even more to come.
Spark Institute proposes uniform rule based on where couples were married
I am thankful to all my faithful <em>InvestmentNews</em> readers, especially those like Jon Smith, a financial planning consultant with Stifel Investment Services in St. Louis, who track of my blog posts and keep me honest.
Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act
The Supreme Court's ruling on Wednesday put an end to the law known as the Defense of Marriage Act. But it also marks the beginning of a new era in financial planning for gay couples.
Decision expected to dramatically simplify financial planning for same-sex partners; 'death by a thousand paper cuts'.
Risks of the strategy can be great, and the returns even greater
One of the wealthiest members of Congress, Rep. Alan Grayson, D-Fla., was the most prominent victim of a stock fraud that blew up, sending its perpetrator to jail. Mark Schoeff Jr. reports.
Finra is considering raising the fees related to pursuing an arbitration claim against a brokerage firm in order to increase the pay for people who hear the cases.
The new retirement income designation for advisers, RICP, is now the fastest-growing credential in the American College of Financial Service's history.
Here are some of the biggest ways in which our world has changed and the implications for all of us, and some questions we should all ask ourselves from time to time.
Employees alleged the paper distributor breached its fiduciary duty.
