Displaying 29 results
Why a lack of diversity may be hurting your 401(k) clients
Investment committees are often narrow and uniform, which could have negative consequences for 401(k) plan sponsors.
The public can be better served without state regulation of planners
Cost and interest are two reasons behind this stance, but there's more to it.
How not to handle your lottery jackpot
Winning the lottery seems like a fairy tale, but it's easy for instant millionaires to lose it all.
Complex Social Security rules for divorced spouses
You must be single to collect spousal benefits on an ex.
Social Security consolation prizes for divorced spouses
Ex-spouse can claim independently and is not subject to family maximum limit.
Despite strong estate planning, Robin Williams’ wife takes family to court
Mixed families often squabble; the beloved comedian's children and third wife are in court.
Long-term-care options have evolved
Much has changed in the past two decades when it comes to long-term-care options and how to fund them. Baby boomers and subsequent generations will need to plan for long-term care in a different way than their parents in light of factors such as longer life spans, the uncertain future of entitlement benefits and rapidly rising medical costs.
Tables turned: Planners hire help to handle their finances
There's an old saying that a lawyer who represents himself has a fool for a client.
George M Steinbrenner legacy up in the heir?
In his 25 years at the helm of the New York Yankees, George M. Steinbrenner III has earned a reputation as baseball's quintessential control freak. But even he can't control the passage of time.