Joe Paterno's transfer of homeownership to his wife in July most likely wasn't an attempt to shield assets before a sexual-abuse scandal hit Pennsylvania State University's football program
Pandit says panel faces 'true moment of leadership for the U.S.; meanwhile, influential lawmaker says GOP could come around on taxes
Rhode Island's college savings plan has a new feature aimed at limiting parents' roller coaster ride when the markets face extreme environments. And observers say the idea may catch on with competitors.
The Charles Schwab Corp. will pay $119 million to regulators to settle charges related to its disastrous YieldPlus bond fund, the company said last week.
Filing for protection from creditors could come back to haunt planners; sanctions, revoking of CFP mark possible
Investment advisers seeking certification as a financial planner would have to demonstrate work experience in a narrower calendar surrounding their examination date, under changes proposed by the Certified Financial Planner Board of Standards Inc. .
Aviva says a slew of charity-originated life insurance policies were touted as way to aid churches in poorer neighborhoods. But the carrier claims agents and third-party were the biggest beneficiaries
Critics say proposal will lead to less Federal assistance, and thus less financial aid; 'Johnny Jones isn't going to appreciate that'
Illinois stops accepting new participants due to gap in funding
College savings plans saw first negative outflows since the financial crisis; demographics, lousy economy cited
Most baby boomers, even those past retirement age, say they don't know much about Medicare, the federal health insurance plan for seniors. Their ignorance could end up costing them.
Almost one-third of U.S. employers are likely to stop providing health coverage for workers in 2014, when U.S. subsidies become available for people to buy individual policies.
The Census Bureau says fewer Americans relocated last year than in six decades. But those who did pick up stakes tended to move to states with either no personal income tax or relatively low overall rates. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20110915&Category=FREE&ArtNo=915009999&Ref=PH&Params=Itemnr=1>States with the highest tax rates &raquo;</a>
There is now substantial literature on the behavioral economics of retirement saving, which has stressed that both behavioral and institutional factors play an important role in determining saving accumulations
It isn't easy for advisers to illustrate financial concepts for clients, but Carl Richards does just that
An eye-opening analysis of the “distributions” of nontraded REITs sold exclusively by David Lerner Associates Inc. shows that the REITs' property investments largely underperformed the level required to pay promised dividends to investors
Paying for college is a big load for clients.To ease the burden, many enroll in 529 plans. But not all 529s are created equal. Here are the states with the worst college-savings plans. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&Dato=20110711&Kategori=FREE&Lopenr=711009999&Ref=PH>Penn State the most expensive public university &raquo;</a> | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&Dato=20110630&Kategori=FREE&Lopenr=630009999&Ref=PH>The 10 priciest private colleges &raquo;</a>
Pending 3% withholding levy shot down in rare unanimous vote
Two states, New Jersey and Maryland, levy both estate and inheritance taxes
Bank of America Corp., JPMorgan Chase & Co. and Wells Fargo & Co. were among 13 banks and mortgage lenders accused in a so-called whistleblower lawsuit of charging military veterans illegal fees to refinance home loans.
