Retirement Planning

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RETIREMENT RETIREMENT PLANNING OCT 15, 2015
The newest way to get rid of credit card debt

Peer-to-peer lending is an increasingly popular way of stamping out debt, but how does it stack up against more traditional strategies?

By Bloomberg
RETIREMENT RETIREMENT PLANNING OCT 15, 2015
Retirees feel the pinch of rising health care costs

A 65-year-old couple retiring this year should expect to spend $245,000 on health care costs, up $25K from last year.

By Laura Sanicola
Some retirees could see higher Medicare premiums, reduced Social Security benefits in 2016
RETIREMENT RETIREMENT PLANNING OCT 15, 2015
Some retirees could see higher Medicare premiums, reduced Social Security benefits in 2016

One strategy may protect you from higher premiums next year; the other won't.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING OCT 15, 2015
How Social Security claiming strategies affect Medicare premiums

One strategy may protect you from higher premiums in 2016; the other won't.

By Mary Beth Franklin
Intel sued for investing employee 401(k) funds in hedge funds, private equity
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Intel sued for investing employee 401(k) funds in hedge funds, private equity

Lawsuit alleges 401(k) and profit-sharing participants invested in tech firm's custom target-date series and global diversified fund lost hundreds of millions of dollars.

By Meaghan Kilroy
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Four pieces of advice for boomers retiring on fumes

Retirees will need to bridge the gap between how much they collect through Social Security and what they're likely to spend in retirement.

By Laura Sanicola
Retirement savings gap will fall mostly on women, Krawcheck says
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Retirement savings gap will fall mostly on women, Krawcheck says

Former Bank of America exec calls it 'a women's crisis,' urges financial industry to lower the $13B gap between assets and post-retirement needs.

By Bloomberg
MassMutual teams with Envestnet on defined-contribution managed-account service
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
MassMutual teams with Envestnet on defined-contribution managed-account service

Insurer is trying to capitalize on big growth seen among asset-allocation products in the DC market and betting managed accounts become more widely used.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Consumers lack detailed knowledge of Social Security

New survey finds advisers can play crucial role in maximizing clients' benefits.

By Mary Beth Franklin
Presidential candidates can't ignore Social Security
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Presidential candidates can't ignore Social Security

Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING OCT 13, 2015
Tips for how employees can get the most out of their retirement plan

The chief executive of retirement services provider TIAA-CREF weighs in on what is and isn't working when it comes to retirement savings.

By Bloomberg
RETIREMENT OPINION OCT 13, 2015
Americans more ready for retirement than ever

Compared to other nations, we have a substantial head start in building a sound, funded solution for the challenges of aging populations

By Paul Schott Stevens
RETIREMENT RETIREMENT PLANNING OCT 13, 2015
Helping a client decide where to live is a critical part of retirement planning

Helping a client decide where to live is a critical part of retirement planning, and the discussions may need to include clients' family members or physicians.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING OCT 12, 2015
Most Americans know shockingly little about their employer-provided benefits

When was the last time you checked what your employer is offering you?

By Laura Sanicola
Balancing debt reduction and retirement savings among millennials
RETIREMENT RETIREMENT PLANNING OCT 12, 2015
Balancing debt reduction and retirement savings among millennials

Students are graduating with more debt than ever before, but advisers should make sure retirement savings aren't neglected.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING OCT 12, 2015
Is a financial plan enough?

Maintaining quality of life throughout increasingly long retirements brings a new set of challenges for advisers and their clients.

By Frank McAleer
Fallout at Fortress Investment Group
RETIREMENT RETIREMENT PLANNING OCT 11, 2015
Fallout at Fortress Investment Group

<i>Breakfast with Benjamin</i>: Top hedge fund manager Michael Novogratz (pictured) hits the bricks, and the firm is closing its flagship macro hedge fund.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING OCT 11, 2015
Retirement plan key to good business

By Joe DeSilva
RETIREMENT RETIREMENT PLANNING OCT 09, 2015
Solving the 401(k)-to-IRA rollover conundrum

Rolling retirement assets into one convenient account can be a full-time job, but it doesn't have to be that way.

By Bloomberg
Advisers like reverse mortgages, but only in unique circumstances
RETIREMENT RETIREMENT PLANNING OCT 09, 2015
Advisers like reverse mortgages, but only in unique circumstances

Home-equity product for clients who plan to stay in their home indefinitely and who could use some supplemental income.

By Greg Iacurci