Advisers ask what happens to benefits when clients retire before 62.
Any rate increase will be slow to avoid startling market, and caution will prevail for a long time, the fund manager predicts.
<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money
Texas-based Ellis & Ellis formerly was affiliated with Ameriprise Financial.
Downsizing is a myth, one study finds: A third of retirees bought bigger houses.
Discovering a freedom threshold and dispelling the downsizing myth
Put down your box of receipts and check out these tools.
A typically conservative group, some advisers are holding back even as demand picks up.
Annual survey by Pensions & Investments finds DC plans gained 12.8% last year, driven mostly by market gains.
Education, technology and policies are key to online fraud prevention, experts say
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
When it comes to the client data for which you're responsible, protecting clients' privacy and finances must come first.
For investors worried about how stocks will react to rising interest rates, last week's trading may provide some guidance. Following the biggest one-week jump in 10-year Treasury yields in more than a year, investors are selling the highest-yielding companies in the S&P 500.
<i>Breakfast with Benjamin</i>: The energy sector has the highest level of short interest since 2008. Plus: Apple's market value tops $700 billion and already talk turns to the $1 trillion mark, Carl Icahn says Apple is already there, and is it time to rethink filing taxes online?
Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.
The vast majority of these funds are new, and they require scrutiny in context of other assets.
Find out which separately managed accounts fared the best in the fourth quarter of 2014, across each major sector.
<i>Breakfast with Benjamin</i>: A stronger dollar and record valuations for global stocks have kicked the precious metal to the curb.
Guaranteed lifetime withdrawal benefits are back
