Retirement Planning

Displaying 7962 results
RETIREMENT PLANNING NOV 19, 2014
Basketball star who went bankrupt wishes he'd gotten an MBA

Antoine Walker made $110M, but blew it all and filed for bankruptcy in 2010.

By Bloomberg
RETIREMENT PLANNING NOV 18, 2014
Being a traffic cop at the intersection of disability and Social Security benefits

Social Security tools can't account for disability benefits, which opens up a great opportunity for advisers.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 18, 2014
How to get the most out of Social Security if you're remarried

Different rules for claiming benefits apply to divorced spouses, survivors.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 18, 2014
Deconstructing Social Security rules for remarriage

Separate rules for claiming benefits apply to divorced spouses, survivors.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 18, 2014
Majority of women claim Social Security early

Education campaign promotes working with financial advisers to optimize benefits.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 18, 2014
The 3 most important things advisers should do when helping clients with dementia

Get the most important tips for helping clients with dementia from a certified financial planner whose first client was his grandmother, leading him down a career path he never expected.

By Don Mitchell
OPINION NOV 18, 2014
What to do about dementia? Advice for the adviser

To efficiently serve and protect clients that develop dementia, specific steps can be taken

By Steve Starnes
RETIREMENT PLANNING NOV 17, 2014
Tax-planning season gets under way

Consider donations, remember the high tab under the Tax Relief Act, and get yourself in to an adviser if you have one

By Andrew Leigh
RETIREMENT PLANNING NOV 16, 2014
Most Medicare beneficiaries overspend on out-of-pocket costs

People don't understand their coverage and the choices they can make to maximize their benefits and minimize unnecessary spending.

By Katy Votava
RETIREMENT PLANNING NOV 14, 2014
DOL to review documents in 401(k) excessive fee suit

The Department of Labor will look for a possible ERISA violation after making an unprecedented petition to look at the case documents last summer.

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2014
Do you really need long-term care insurance?

New study offers a more accurate estimate of nursing home stays and shows which consumers benefit

By Bloomberg
EQUITIES NOV 14, 2014
Prolific U.S. oil production raises questions about a new tipping point

Friday <i>Breakfast with Benjamin</i> highlights the downsides to cheap U.S. oil. Plus: Maybe you don't need long-term-care insurance, the high risks of not saving for retirement, Putin becomes a gold bug, and why you might get a raise in 2015.

By Jeff Benjamin
RETIREMENT PLANNING NOV 12, 2014
Crash course in Social Security for gay couples

Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits

By Mary Beth Franklin
RETIREMENT PLANNING NOV 12, 2014
ARCP delays third-quarter earnings report

American Realty Capital Properties wins approval from creditors for postponement of reporting its third-quarter financial statements until Jan. 5.

By Bruce Kelly
RETIREMENT PLANNING NOV 12, 2014
Supreme Court case could shake up union retiree benefits

For advisers, it's time to get familiar with the terms under which union employees receive health care.

By Darla Mercado
RETIREMENT PLANNING NOV 11, 2014
Republicans expected to tackle retirement issues in 2015

Bipartisan spirit could lead to movement on key initiatives, including small employer 401(k)s; state actions also possible.

By Hazel Bradford
RETIREMENT PLANNING NOV 11, 2014
Promise of ACA's small business initiative falls flat

By Carolyn McClanahan
RETIREMENT PLANNING NOV 10, 2014
97% of women make this Social Security mistake

As life spans lengthen, it's more important than ever to get your claiming decisions right

By Mary Beth Franklin
RETIREMENT PLANNING NOV 10, 2014
How grandparents can help keep college debt down

Three planning tools to minimize student loans

By Kimberly Clouse
RETIREMENT PLANNING NOV 10, 2014
The new Congress is likely to duck Social Security reform

A recent poll finds Americans are willing to pay more to preserve the program.

By Mary Beth Franklin