Retirement Planning

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RETIREMENT PLANNING NOV 29, 2015
Giving the missing link to retirement happiness?

Zuckerbergs' generous philanthropic announcement may spark client conversations about donating time and money, which research shows can boost retiree fulfillment.

By Liz Skinner
Department of Labor's Borzi: Women have a powerful role in changing employee benefits law
RETIREMENT PLANNING NOV 29, 2015
Department of Labor's Borzi: Women have a powerful role in changing employee benefits law

The assistant labor secretary recounts her serendipitous career and what motivates her to help women facing financial crises in retirement.

By Phyllis C. Borzi
Don't delay on file and suspend Social Security claims
RETIREMENT PLANNING NOV 27, 2015
Don't delay on file and suspend Social Security claims

As the Social Security Administration's appointment backlog builds, consider filing online.

By Mary Beth Franklin
Top questions about new Social Security claiming rules
RETIREMENT PLANNING NOV 27, 2015
Top questions about new Social Security claiming rules

Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from <i>InvestmentNews</i> readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 25, 2015
How easy is it to get student loans forgiven?

Graduates who take on low-paying public sector jobs can get help from the federal government, but qualifying for the program isn't always easy.

By Bloomberg
RETIREMENT PLANNING NOV 24, 2015
Here's where your college degree is worth the most

In countries where education is most accessible, your degree is the likely to give you less of a leg up.

By Bloomberg
RETIREMENT PLANNING NOV 24, 2015
Financial security begins with workplace benefits

Employees need to pay attention to what's being offered and engage with the resources that are provided.

By Ray Marra
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains
RETIREMENT PLANNING NOV 24, 2015
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains

Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.

By Randy Diamond
RETIREMENT PLANNING NOV 23, 2015
Stretching your budget to fit your mortgage might not be a bad thing

Trulia's latest report reveals which cities may be most worth the risk when it comes to purchasing real estate.

By Bloomberg
RETIREMENT PLANNING NOV 23, 2015
Social Security changes sting women retirees

New rules limiting Social Security strategies in 2016 and beyond could make it more difficult for many women to maximize their benefits.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 19, 2015
How to build an emergency fund fast

Forty-one percent of households don't have $2,000 in liquid savings, which would cover the median cost of the most expensive financial shock.

By Bloomberg
RETIREMENT PLANNING NOV 19, 2015
Five year-end moves to make you richer

Now is the time to sit down and focus on your finances.

By Bloomberg
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