For one couple, shortened life expectancy means they should probably collect benefits early
Today's <i>Breakfast with Benjamin</i> menu features: Revisiting the idea of pooled 401(k) plans, plus Jack Bogle gives a half nod to Fed policy, the curious appeal of water ETFs, and more rich folks are calling for a market correction.
Maintain strict security policies on company cloud files &ndash; and no naked selfies, please
Blake Richards misappropriated $1.7 million from at least seven investors, some of whom were elderly, according to the SEC's charges.
A new ranking reveals which industries have the best plans &mdash; and what features set them apart.
Advisers on social-networking platform Hearsay can now use new a feature that allows them to distribute promo posts on Facebook. But they have to pay.
As financial crisis recedes, participants' risk tolerance levels climb and providers adjust
Three advisers join as partners and will operate as HighTower Fort Myers.
Advisers need to adapt as clients increasingly demand 24/7 access to their accounts from all devices.
The ACA has helped individuals, but small business employers continue to struggle with the new law. <b><i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140831/HEALTH">Don't miss our full Health Care Planning special report.</a></b></i>
The SEC is following through on its promise to investigate use of these products, and advisers should take heed.
It may not be long before advisers are sending clients a personalized video each quarter that reviews portfolio performance. The technology to customize videos without much effort is increasingly available.
A scandalous lawsuit, new data on the growth of independent firms, and the rest of this week's must-reads
<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.
<i>Breakfast wtih Benjamin</i>: The case for reducing fixed income exposure gets more vivid, markets react to Pres. Obama's 'no strategy' remarks regarding ISIS, another perspective on income inequality, and more.
The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.
Replaces Maliz Beams, who resigned last October
Most people benefit from a delayed claiming strategy, but there are always exceptions
