Retirement Planning

Displaying 7915 results
Social Security Disability Fund will be empty next year
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
Social Security Disability Fund will be empty next year

Combined, Social Security retirement and disability fund reserves projected to be exhausted in 2034.

By Bloomberg
9 things companies do during earnings season that investors hate
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
9 things companies do during earnings season that investors hate

<i>Breakfast with Benjamin</i>: Some things companies do during earnings season that can really rub investors the wrong way.

By Jeff Benjamin
Help boomers recognize reality bites when it comes to wages in retirement
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
Help boomers recognize reality bites when it comes to wages in retirement

Most working retirees are making much less per hour now, survey shows

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
Billy Joel: Poster child for the Viagra college fund?

Older dads can trigger Social Security benefits for young children.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 13, 2015
Reality bites when it comes to wages in retirement

Most working retirees are making much less per hour now, survey shows.

By Liz Skinner
Jeffrey Gundlach is riding out the Greek storm in Treasuries
RETIREMENT RETIREMENT PLANNING JUL 13, 2015
Jeffrey Gundlach is riding out the Greek storm in Treasuries

<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING JUL 13, 2015
States act as federal legislation on auto IRAs stalls

Maryland, Connecticut aim to boost savings rates; some say the measures could be mandates on small employers.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING JUL 10, 2015
How an elite financial adviser created his own financial freedom

Michael Kitces saves more than half his income and still drives a Kia Spectra, despite great professional success.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 09, 2015
Why you can't give relatives scholarship money and call it charity

The IRS shuts down a scholarship fund that gave money only to family; find out how you can provide income to loved ones tax free.

By Bloomberg
What you can learn from the timing of Jennifer Garner and Ben Affleck's divorce
RETIREMENT RETIREMENT PLANNING JUL 08, 2015
What you can learn from the timing of Jennifer Garner and Ben Affleck's divorce

The benefits of filing after a key anniversary may be worth the wait.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUL 08, 2015
Changing jobs? New technology aims to help you find the best way to invest your 401(k)

Figuring out your fees shouldn't require reading pages of fine print.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 08, 2015
Is Billy Joel the poster child for the Viagra college fund?

Older dads can trigger Social Security benefits for young children.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 08, 2015
Financial lessons from the timing of Jennifer Garner and Ben Affleck's divorce

Benefits of filing after a key anniversary may be worth the wait.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUL 08, 2015
Wells Fargo faces major test of broker liability for selling F-Squared

A 68-year-old widower claims wirehouse did insufficient due diligence on the troubled money manager.

By Trevor Hunnicutt
How to clarify the murky regulations governing IRA rollovers
RETIREMENT RETIREMENT PLANNING JUL 07, 2015
How to clarify the murky regulations governing IRA rollovers

DOL should craft an exemption for when a fiduciary retirement plan adviser is called on to assist with a rollover decision

By Blaine F. Aikin
RETIREMENT RETIREMENT PLANNING JUL 07, 2015
Widowed or divorced? Key steps for ensuring your financial well-being

Women often need to get up to speed on finances in a fire-drill fashion and make some very critical decisions following widowhood or divorce.

By Ryan Wibberley
Social Security consolation prizes for divorced spouses
RETIREMENT RETIREMENT PLANNING JUL 07, 2015
Social Security consolation prizes for divorced spouses

Ex-spouse can claim independently and is not subject to family maximum limit.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 06, 2015
There's saving — and then there's financial hoarding

Are you a prudent saver, or has over-saving become a pathology?

By Bloomberg
RETIREMENT EQUITIES JUL 06, 2015
The Fed has painted itself into a corner, and is only trying to manage expectations

<i>Breakfast with Benjamin:</i> An economist says Janet Yellen and the Fed are too chicken to raise rates, but at the same time the FOMC is trying to reassure markets that rate hikes will be slow and deliberate.

By Jeff Benjamin
Social Security claiming strategy short-circuited by excess earnings
RETIREMENT RETIREMENT PLANNING JUL 02, 2015
Social Security claiming strategy short-circuited by excess earnings

Both older nonworking wife and younger employed husband can lose benefits.

By Mary Beth Franklin