As health care costs in retirement rise, many advisers and clients still haven't accounted for a major part of those expenses: Medicare.
Find out what you can do in retirement that won't count toward the earnings test.
Studies show that people spend as much as 100% more when they don't use 'real' money.
<i>Breakfast with Benjamin:</i> Gross leaves and the cash follows. Plus: A new robo-adviser enters the market; Schorsch at it again, with a twist; corporations are healthy, healthy, healthy; oil prices are falling; and Elon Musk's next move.
A Finra arbitration panel ordered Vladimir Eydelman to repay his former firm after he was fired in March amid charges of insider trading.
<i>InvestmentNews</i> contributing editor gives an update on how life has changed since her husband retired.
Jonathan Sokobin, the regulator's chief economist, will bring together a group of small firms to better understand costs and benefits of the proposal.
Group will advance recommendations, with a key focus on cost versus benefit.
Today's <i>Breakfast with Benjamin</i> menu covers the U.S. dollar threatening to knock markets off balance, riding an ETF back into commodities, retirement plans turning on the Pimco Total Return Fund, and more.
Finra proposal bashed as an 'envelope-stuffer'
The role moving to the SEC would require brokers to put written procedures in place to verify the accuracy of applicants' U4 forms.
Advocate urges SEC leader to move ahead with split commission.
Consensus may never be reached, with Gallagher and Piwowar already against it.
Median sale price of existing homes rose more than 5% in September
Successfully addressing the post-accumulation phase and providing simplicity still difficult for the industry.
SWS Financial Services charged with green-lighting variable annuity applications without proper review for suitability.
As a first step, communication and coordination between advisers, regulators needs to be improved.
Many advisers are conversant, but not fluent, in claiming strategies and rules.
Other issues state regulators are tackling include expungement, broker fee disclosures and REIT concentration in portfolios.
