In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.
On today's <i>Breakfast with Benjamin</i>, brave bond fund managers are starting to gobble up the debt from beaten down energy companies. Plus: Home prices are being held down by oil, top 401(k) plan trends, and what the IPO market looks like for 2015.
The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.
Target chief's package a stark contrast to still-working retiree living on $1,000 a month
Retiree benefits increase and so do taxes for high-income workers.
Expect more due diligence on funds and fees, and expect to do it more frequently.
What do a spouse's efforts mean for the valuation of a business and its division in two?
Prices set to fall as interest rates rise and the economy picks up steam, say prognosticators, who haven't been this bearish since 2008.
Hint: The magic age of 66 applies to exes, too.
Clients must contact SSA directly to get benefit estimates on ex's earnings.
Higher-earning spouse wrongly believed she couldn't collect widow's benefit.
Her estate may contain very few assets: that's one sign of good planning.
Many have significant savings but don't know how to make it last
As Illinois pushes ahead with its automatic retirement savings account program, the Financial Services Institute argues the savings plans pose competition to advisers and will work to discourage other states from following suit.
Continued years of work in the private sector can ease the impact of benefit cuts on public workers.
Specific returns clients earn on investments right around retirement disproportionately impact their lifetime outcomes.
In a two-part tradeoff, John Hancock will acquire New York Life's Retirement Plan Services business, and New York Life will take on a block of John Hancock's life insurance business. One deals bolsters John Hancock's retirement reach and the other the other New York Life's insurance reserves.
Most loan takers are in their 40s, earning $40,000 to $60,000 a year, report finds.
<b>Game Changers: Dealing with Dementia</b> Cognitive decline doesn't just rob the elderly of their mental capacity. Advisers and their firms often are left adrift, forced to make crucial decisions affecting the financial affairs of elderly clients.
Resist the temptation to increase risk for low savers, as every dollar becomes more important.
