Retirement Planning

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RETIREMENT PLANNING OCT 28, 2014
Hartford Financial Services Group names a new CEO

Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.

By Andrew Leigh
RETIREMENT PLANNING OCT 26, 2014
Government workers get first crack at phased retirement

Will federal program set an example for the private sector?

By Mary Beth Franklin
RETIREMENT PLANNING OCT 26, 2014
Government workers get first crack at phased retirement

Will federal program set an example for the private sector?

By Mary Beth Franklin
RETIREMENT PLANNING OCT 26, 2014
Lump sum Social Security payments only for living

What would happen if someone who filed and suspended Social Security benefits at full retirement age of 66 died before collecting benefits?

By Mary Beth Franklin
RETIREMENT PLANNING OCT 26, 2014
Conservative target-date funds weathered the third quarter market rout

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 26, 2014
Best- and worst-performing target date funds

Track the performance of the best and worst target-date funds through the third quarter, and see <a href=&quot;http://www.investmentnews.com/article/20141026/REG/310269997/conservative-target-date-funds-weathered-the-third-quarter-market-rout&quot; target=&quot;_blank&quot;>which funds best weathered the market's volatility.</a>

By Andrew Leigh
RETIREMENT PLANNING OCT 25, 2014
The regulatory hits keep coming for LPL Financial

The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients

By Andrew Leigh
Now that annuities are OK in retirement plans, what strategy is best?
RETIREMENT PLANNING OCT 24, 2014
Now that annuities are OK in retirement plans, what strategy is best?

Morningstar researcher suggests 30% allocation to annuities - and more equities.

By Darla Mercado
RETIREMENT PLANNING OCT 23, 2014
5 year-end tax strategies to put in place now

Tips to help make 2014's bill less painful than 2013's

By Darla Mercado
RETIREMENT PLANNING OCT 23, 2014
Early filers cannot choose their Social Security benefits

Retirees can only restrict claims to spousal benefits if they wait until their full retirement age to file for benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 23, 2014
Deadline looms for small-business 401(k) plans

Basic retirement plans don't cost a lot to set up, can be useful recruitment and retention benefit.

By Darla Mercado
How Social Security annual increases are calculated
RETIREMENT PLANNING OCT 22, 2014
How Social Security annual increases are calculated

COLA formula was established by law in 1972.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 22, 2014
How Social Security annual increases are calculated

COLA formula was established by law in 1972.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 22, 2014
Savings targets for retirement health care costs fall in 2014

But retirees will still need to prepare for rising health care costs in the long run, expert warns.

By Darla Mercado
RETIREMENT PLANNING OCT 22, 2014
Social Security COLA for 2015 lacks fizz

Benefits will rise 1.7% next year, coming to about $20 extra per month. Some argue the increase won't even cover health care inflation

By Liz Skinner
EQUITIES OCT 22, 2014
Holiday spending can't come soon enough for the economy, markets

On today's <i>Breakfast with Benjamin</i> menu: Investors banking on holiday spending. Plus: Less-secure Social Security, when gold and platinum run in stride, Facebook is now bigger than IBM, and the tired saga on endless office meetings.

By Jeff Benjamin
RETIREMENT PLANNING OCT 22, 2014
The new and improved Social Security statements

Unlike the previous version, the mailed one now highlights full retirement age.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 21, 2014
Why financial advisers still hate reverse mortgages

While a lifesaver for some clients, they remain a high-fee trap for many.

By Bloomberg
EQUITIES OCT 20, 2014
Vanguard's John Bogle beats the low-fee drum, takes a fresh swipe at active management

On Thursday's <i>Breakfast with Benjamin</i> menu: John Bogle says retirement plans will suffer under active management fees. Plus: Cheap oil's fallout hits gold prices, media hype overstates the Fed's taper tap-out, and more.

By Jeff Benjamin
RETIREMENT PLANNING OCT 20, 2014
For retirees, no relief in sight from low rates

Rates tumble as Federal Reserve's easy money policy keeps going

By InvestmentNews