Advisers can help clients sort options for elderly housing based on cost and care differences.
Agency embraces technology while juggling demand for increased face-to-face service.
<b>Breakfast with Benjamin:</b> Most Americans aren't sitting on 401(k) balances that they can afford to skim, yet an estimated 26% have loans outstanding.
Three-quarters of donors say donor-advised funds help them lower capital gains taxes or give more to charities.
Feeling behind in savings and salary or embarrassment over finances motivates a third of non-retirees to make positive financial decisions, according to a recent survey.
Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.
<i>Breakfast with Benjamin</i>: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.
Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
Excess earnings before full retirement age can reduce payments to both spouses.
Year-end donations can help mitigate next year's tax bite.
Sudden volatility could create short-term buying opportunity.
<i>Breakfast with Benjamin</i>: Even if the Fed isn't sure when they'll occur, retirees should be bracing for rising interest rates.
Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare
Find out what kind of information you should know before committing to one of these assisted living facilities.
While reverse mortgages can be a valuable tool for retirees, they also have risks that investors may not expect.
Women are better suited to lead household financial planning, given a few key facts about how they invest.
Is handcuffing parents while they save for the children's college education a good thing?
Eliminate over-allocations to the U.S. market by encouraging plan sponsors to add international options to menus and explaining diversification benefits to participants.
Portions of the recent decision appear to be at odds with the DOL's intentions.
Stymied by hedgerows and long driveways, local jurisdictions have found a way to look over the fences.
