Displaying 3283 results
Gloom overshadows Wall Street, but some economists still see a September rate hike
Breakfast with Benjamin: Despite the mood on Wall Street getting downright gloomy, some economists still think the Fed will raise interest rates next month.
Maximize an HSA to fund Medicare and other health expenses
Use the hat trick of tax-free cash for retirement care.
MetLife launches first longevity annuity for individual clients’ retirement accounts
Latest product comes as qualified longevity annuity contracts look for a place in retirement accounts.
Delaying Social Security may boost Medicare costs
Clients who elected to file and suspend their Social Security benefits will be hit with a big Medicare Part B increase next year but don't panic. Delaying is still a good strategy.
Oil needs to keep falling to find its supply balance
Breakfast with Benjamin: An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.
How to not get gobbled up when the next bear market arrives
Breakfast with Benjamin: Avoid these investing missteps when the next bear rumbles through the market.
Michael Kitces’ weekend reading for financial advisers
Pimco gets put on notice, the latest twist in the CFP Board-Camarda battle, and the rest of the week's must-reads for advisers
Is it time to jump into energy stocks?
Breakfast with Benjamin: If 13 weeks of falling energy-stock prices has you looking for an entry point, hold your fire: The sector is still very pricey.
New life insurance study debunks ‘buy term, invest the difference’
Standard advice leaves many Americans underinsured and unprepared for retirement.
Under regulatory pressure, Voya restricts sales of more variable annuities
Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers.
Obamacare stands, solidifying health care planning
Supreme Court rules that U.S. tax subsidies are legal for all health insurance exchanges, allowing for more long-term financial planning.
Dealing with Medicare as an expat: When and how to enroll
The right strategy will help clients avoid penalties that can last a lifetime.
Broker-dealers face administrative hurdles in rollout of QLAC annuity
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
Freeing variable annuities from information overload
Time to allow summary prospectuses for VAs
Support grows for strengthening variable annuity disclosures
A so-called summary prospectus would provide information about the risks, costs and benefits of the complicated products in a streamlined manner.
Growing consumer demand for health care and Social Security advice
Report shows an opportunity for advisers with this expertise.
What same-sex couples should know about Medicare
More gay couples than ever will have access to Medicare benefits, but certain rules apply.
Perez calls out variable annuities in argument for DOL fiduciary rule
Using an anecdote critical of VAs, Thomas Perez says most people are better served by simple investments.
Stock buybacks come under fire from politicians
Breakfast with Benjamin There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'
Repeal of Obamacare emerges as a market risk
On today's Breakfast with Benjamin, the market's reaction to a repeal of Obamacare might not be pretty. Plus: Financial advisers take on defined contribution plans, cheap oil uncovers driller debt burdens, and Kraft Foods gets (Cadbury Crème) Egg on its face.
