Retirement Planning

Displaying 7915 results
RETIREMENT RETIREMENT PLANNING AUG 03, 2015
The critical retirement cost many advisers aren't discussing with clients

Transportation is one of the highest expenditures for older Americans, yet many advisers aren't pushing the mobility conversation with clients.

By Greg Iacurci
Puerto Rico's default could ripple through average Americans' portfolios
RETIREMENT EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING JUL 31, 2015
Expert tips for buying a private island — and upgrading its amenities

Creating your own private-island paradise is doable, but it won't be easy, warns expert developer Doug Kulig.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 30, 2015
Warning: You may be overexposed to stocks in your retirement plan

Older workers may be taking on more risk than they realize, says Fidelity.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 30, 2015
Trump sells NYC penthouse for $21M, 40% under initial list price

The five-bedroom, seven-and-a-half-bath Park Avenue apartment spanning the entire 24th floor has a private elevator, floor-to-ceiling windows, Italian brass doorknobs, marble baths and a windowed chef's kitchen.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 30, 2015
What Bobbi Kristina Brown's death can teach us about estate planning

The tragedy of Whitney Houston's daughter is even more heartbreaking because poor planning played such a critical role.

By by Danielle and Andy Mayoras
It's time to take a close look at your bond portfolio
RETIREMENT RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING JUL 29, 2015
What you may not have realized about debt

Owing money can be both deadly and lucrative. Here's how to tell the difference.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 29, 2015
Looking to buy a home? How you can win a bidding war without having the most cash

Polish your letter-writing skills and start kissing up to the sellers. Pie, anyone?

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 29, 2015
Feeling retirement stress? Some products offer guaranteed income stream

While not for everyone, Americans need a better understanding of annuities and other products that can provide them with steady income in retirement.

By Amy Podzius
RETIREMENT RETIREMENT PLANNING JUL 28, 2015
Crashing commodity prices will give the Fed one more reason to not raise rates

<i>Breakfast with Benjamin</i>: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.

By Jeff Benjamin
Under regulatory pressure, Voya restricts sales of more variable annuities
RETIREMENT RETIREMENT PLANNING JUL 28, 2015
Under regulatory pressure, Voya restricts sales of more variable annuities

Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers.

By Trevor Hunnicutt
New study says 'buy term, invest the difference' is bunk when it comes to life insurance
RETIREMENT RETIREMENT PLANNING JUL 28, 2015
New study says 'buy term, invest the difference' is bunk when it comes to life insurance

Standard advice leaves many Americans underinsured and unprepared for retirement.

By Mary Beth Franklin
What investors need to know about portability to avoid tax pitfalls
RETIREMENT RETIREMENT PLANNING JUL 28, 2015
What investors need to know about portability to avoid tax pitfalls

New IRS rules mean that you may want to seek out more tax-planning guidance.

By Liz Skinner
Don't give inheritance planning short shrift
RETIREMENT RETIREMENT PLANNING JUL 28, 2015
Don't give inheritance planning short shrift

Whatever choices you make in your estate plan, open and honest dialogue is key to taking care of your family.

By Jeff Burke
RETIREMENT RETIREMENT PLANNING JUL 24, 2015
Facebook posts can actually help couples stay together longer

First comes Facebook, then comes deep, long-lasting romance, but please &amp;mdash; don't go overboard with the lovey-dovey photos.

By Bloomberg
Obamacare stands, solidifying health care planning
RETIREMENT RETIREMENT PLANNING JUL 24, 2015
Obamacare stands, solidifying health care planning

Supreme Court rules that U.S. tax subsidies are legal for all health insurance exchanges, allowing for more long-term financial planning.

By Liz Skinner
Trump stingy with employees' 401(k)s
RETIREMENT RETIREMENT PLANNING JUL 23, 2015
Trump stingy with employees' 401(k)s

The Republican presidential candidate has built billions of dollars in personal wealth. His employees aren't getting much of it.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 22, 2015
Don't let infidelity cloud your decisions in divorce

Splits resulting from infidelity outed by this week's data hack of Ashley Madison will involve emotional hurdles that affected couples need to manage.

By Liz Skinner
Dealing with Medicare as an expat: When and how to enroll
RETIREMENT RETIREMENT PLANNING JUL 22, 2015
Dealing with Medicare as an expat: When and how to enroll

The right strategy will help clients avoid penalties that can last a lifetime.

By Katy Votava