Retirement Planning

Displaying 7961 results
Graying advisers perform juggling act with baby-boomer, millennial clients
RETIREMENT PLANNING NOV 18, 2015
Graying advisers perform juggling act with baby-boomer, millennial clients

Working with retirement clients presents great challenges and opportunities. No two clients are alike and they need personalized solutions.

By Mary Beth Franklin
How to minimize the sting of 2016 Medicare premium rates
RETIREMENT PLANNING NOV 18, 2015
How to minimize the sting of 2016 Medicare premium rates

Beneficiaries who can't avoid an increase can still find ways to manage through the hike.

By Katy Votava
Health costs derail common retirement savings benchmark
RETIREMENT PLANNING NOV 18, 2015
Health costs derail common retirement savings benchmark

Steeply rising health costs call for a more dynamic retirement planning approach than traditional income replacement ratios.

By Greg Iacurci
Northeast better suited for retirement than rest of country: Personal Capital
RETIREMENT PLANNING NOV 18, 2015
Northeast better suited for retirement than rest of country: Personal Capital

Study examines regional differences in retirement readiness; lessons for advisers.

By Alessandra Malito
DOL, industry spar over cost estimates for fiduciary rule
RETIREMENT PLANNING NOV 18, 2015
DOL, industry spar over cost estimates for fiduciary rule

Perez defends White House study, while SIFMA and ICI attack it.

By Mark Schoeff Jr.
NAPFA leader claims 'moral high ground' in fiduciary fight
RETIREMENT PLANNING NOV 17, 2015
NAPFA leader claims 'moral high ground' in fiduciary fight

Organization wants to strengthen its lobbying punch to counter the likes of NAIFA and others that oppose a clients' best interests rule.

By Mark Schoeff Jr.
401(k) plans often provide greater chance for retirement savings than pensions: EBRI
RETIREMENT PLANNING NOV 16, 2015
401(k) plans often provide greater chance for retirement savings than pensions: EBRI

Economic modeling shows voluntary enrollment 401(k) plans provided better opportunity for achieving an 80% salary replacement ratio than DB plans for three of four income categories.

By Robert Steyer
Health costs derail common retirement savings benchmark
RETIREMENT PLANNING NOV 13, 2015
Health costs derail common retirement savings benchmark

This retirement-savings metric may be luring Americans into a false sense of security.

By Greg Iacurci
Plan to work longer for more retirement savings? Don't count on it
RETIREMENT PLANNING NOV 13, 2015
Plan to work longer for more retirement savings? Don't count on it

Although delaying retirement helps financial readiness, it can't be a safety net for everyone.

By Greg Iacurci
When living on Social Security won't cut it
RETIREMENT PLANNING NOV 13, 2015
When living on Social Security won't cut it

Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.

By Laura Sanicola
RETIREMENT PLANNING NOV 12, 2015
The unique nature of target-date fund benchmarking

The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.

By Greg Iacurci
Wells Fargo launching 'completely different' target date funds that take an active approach
RETIREMENT PLANNING NOV 12, 2015
Wells Fargo launching 'completely different' target date funds that take an active approach

The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.

By Greg Iacurci
RETIREMENT PLANNING NOV 11, 2015
Is all the financial advice you've heard wrong?

Ethan Bloch, founder of online financial company Digit, wants to disspell certain myths millennial investors have been taught.

By Bloomberg
RETIREMENT PLANNING NOV 11, 2015
Young women taking more time to leave their parents' nests

The increase is puzzling considering the improved state of the economy and an improving job market.

By Bloomberg
Could a one-time extra Social Security payment be coming your way?
RETIREMENT PLANNING NOV 11, 2015
Could a one-time extra Social Security payment be coming your way?

Sen. Elizabeth Warren, D-Mass., recently introduced legislation to pay $581 to each person receiving retirement benefits to offset no cost of living adjustment in 2016.

By Laura Sanicola
Software companies race to update Social Security advice
RETIREMENT PLANNING NOV 11, 2015
Software companies race to update Social Security advice

Industry leaders ready with new guidance while others play catch up.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 10, 2015
Millennials shun big banks and the fees that go with them

Find out where young investors are putting their money now that major institutions have increased what they charge for account maintenance, overdrafts, ATM withdrawals and other services.

By Bloomberg
Michael Kitces breaks down the Social Security claiming changes
RETIREMENT PLANNING NOV 10, 2015
Michael Kitces breaks down the Social Security claiming changes

This matrix details who is affected and which strategies are altered.

By Ellie Zhu
RETIREMENT PLANNING NOV 09, 2015
How gentrification really affects wealth in city neighborhoods

New research finds that neighborhoods becoming more expensive doesn't actually force poorer residents to leave at atypical rates.

By Bloomberg
Time to expand the tool kit for delivering retirement income
RETIREMENT PLANNING NOV 09, 2015
Time to expand the tool kit for delivering retirement income

Current retirement income products miss the mark in striking an optimal balance between investment opportunity and income protection.

By Michael Reardon