Retirement Planning

Displaying 7912 results
RETIREMENT RETIREMENT PLANNING SEP 18, 2014
Student loans imperil parents' retirement

Borrowing or cosigning for a child could mean debts too hard to get out from under

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 18, 2014
Why health care is the ultimate retirement wild card

New study focuses on the need to integrate health care and retirement planning.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 18, 2014
Morningstar wins more Voya retirement business

Managed account provider backs new service that could be rolled out to 400,000 plan participants.

By Trevor Hunnicutt
RETIREMENT RETIREMENT PLANNING SEP 17, 2014
Lesson from Princess Di: The right will is critical to carry out your wishes

Troubling questions remain as Prince Harry receives his share of the estate

By by Danielle and Andy Mayoras
RETIREMENT EQUITIES SEP 16, 2014
Central bankers are pushing the whole world into stocks

On today's <i>Breakfast with Benjamin</i> menu: Low rates around the world is pushing everyone into stocks. Plus: Where to work if you want a big fat 401(k); the German bund flirts with a negative yield; Australia becomes the new junk-bond haven; and how not to be a horrible boss.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING SEP 15, 2014
Advisers help clients brace for health care surprises in retirement

Though a client's potential health crisis can't be anticipated long before it comes, a plan can be sketched out.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 15, 2014
Publication of Robin Williams' trusts highlights privacy concerns

As outdated documents related to the actor's estate hit the tabloids, experts weigh in on how to keep your clients' plans confidential.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 14, 2014
Record giving by the wealthy boosts charity

Almost 100% of wealthy households donated to charity last year, according to U.S. Trust. Education tops the list of causes.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING SEP 14, 2014
Romney-sized IRAs scrutinized as government studies taxes

'Never intended to be a tax shelter for millionaires,' Congressman says of retirement savings vehicle.

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 13, 2014
BlackRock's iShares steps back from target date ETFs it helped pioneer

iShares fund closures suggests ETFs have a long way to go before they achieve a place in retirement plans.

By Trevor Hunnicutt
RETIREMENT RETIREMENT PLANNING SEP 12, 2014
Social Security returns to snail mail

Agency encourages Americans to create personal online accounts, but has given up counting on it

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 12, 2014
Unpaid caregiving costs families dearly

Nearly half of families spend more than $5,000 per year in caregiving expenses.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 11, 2014
Finances for the new single majority

How to manage your planning when there's no spouse at your back

By Elizabeth MacBride
RETIREMENT RETIREMENT PLANNING SEP 11, 2014
How a gloomy health prognosis affects Social Security claiming strategy

For one couple, shortened life expectancy is a strong reason to collect benefits early.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 11, 2014
Adviser movement heats up the dog days of summer

This week's top <i>InvestmentNews</i> stories feature an LPL exec's exit, potential pitfalls for brokers changing jobs, a flurry of adviser moves and a high-profile lesson in trust planning.

By Andrew Leigh
RETIREMENT RETIREMENT PLANNING SEP 10, 2014
Joan Rivers teaches about end-of-life planning

The comedienne prepared for death by talking about, and apparently, enabling her daughter as decision-maker

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 10, 2014
Employees shy away from personalized 401(k) advice

Retirement plan advisers need strategies to engage otherwise reluctant participants.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 09, 2014
Why the student loan crisis could be worse than the subprime mortgage catastrophe

Are young professionals who can't pay walking straight into debtor's prison?

By John Collins
RETIREMENT RETIREMENT PLANNING SEP 09, 2014
College savings in 529 plans hit record high. Find out how the numbers break down.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING SEP 08, 2014
NY losing millionaire edge, says study

The Big Apple lags in creating wealthy Americans

By by Josh D. McCaherty and Lyman Stone, Guest Columnists