Retirement Planning

Displaying 8408 results
EQUITIES JUN 03, 2014
Prepare for a rocky week in the markets

On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.

By Jeff Benjamin
The most regrettable Social Security decision
RETIREMENT PLANNING JUN 02, 2014
The most regrettable Social Security decision

For a married couple, the right Social Security claiming decision can increase lifetime benefits by $100,000 or more.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 02, 2014
The power and limits of positive thinking

A growing body of research shows that positive thinking plays a bigger role in our behavior and success than you might think. But negative thoughts and emotions have their place, too, and can aid in solving certain kinds of problems.

By Kol Birke, CFP®
RETIREMENT PLANNING JUN 02, 2014
New admission secrets of top colleges

Unless your child qualifies for financial aid, admission to a top school means you'll be paying full freight -- merit-based financial aid is gone.

By Troy Onink
RETIREMENT PLANNING JUN 02, 2014
What financial advisers really think about retirement

A new <InvestmentNews</i> survey finds that while advisers are still cautious, confidence in their clients' retirement is strong

By CODONNELL
EQUITIES MAY 31, 2014
Investors embrace the risk-on mood and stocks are flying high

Today's menu: Risk is on! Plus: Nasdaq 100 nears 13-year high, Yellen sees housing trouble but can only watch, treating homeownership like a real investment, where money managers are made, and Congress proves to be the sweetest gig of all.

By Jeff Benjamin
RETIREMENT PLANNING MAY 30, 2014
Pension dilemma: lump sum now, or income stream later?

Companies eager to &#8220;de-risk&#8221; their long-term pension obligations are expected to increasingly offer voluntary one-time lump sum payments to former employees as an alternative to a pension's stream of lifetime income.

By Carla Fried
RETIREMENT PLANNING MAY 30, 2014
To Roth (IRA) or not to Roth, that is the question

Although Roth IRAs have been available since 1997, changes in recent years to the U.S. tax code have made these retirement savings accounts more popular than ever. Here, with apologies to the Bard, are some pointers for advisers.

By Robert Cirrotti
EQUITIES MAY 28, 2014
Boomers cash in as bull market aids exodus from workforce

Five-year rally restores $14 trillion to U.S. equity values, helping push participation rate of working Americans to 40-year lows.

By Gregory Crawford
RETIREMENT PLANNING MAY 27, 2014
Social Security survivor benefits after botched second marriages

If second marriage ends, the first one may still count

By Mary Beth Franklin
RETIREMENT PLANNING MAY 26, 2014
Fund your child's tuition with Social Security

Millions of people have no idea about the true value of the benefits they have earned throughout their careers. One reader finds that claiming after age 66 can result in retroactive benefits; another beneficiary was leaving $1,000 a month on the table.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 25, 2014
How well do you know your aging clients?

By Legg Mason Global Asset Management
RETIREMENT PLANNING MAY 25, 2014
How advisers can help clients deal with Alzheimer's

The inability to manage money is one of the earliest indications that a client may have Alzheimer's disease

By Dr. Robert Pokorski
OPINION MAY 23, 2014
How much would you pay for a safer car?

A cost-benefit analysis of a new regulation came up short when it only counted dollars. Then, regulators asked how much more a young child's life is worth.

By Cass R. Sunstein
The tricky first-year rule for working while collecting Social Security
RETIREMENT PLANNING MAY 23, 2014
The tricky first-year rule for working while collecting Social Security

New retirees can use monthly rather than annual earnings limit.

By Mary Beth Franklin
Delaying Social Security can outperform investment returns
RETIREMENT PLANNING MAY 23, 2014
Delaying Social Security can outperform investment returns

But break-even period can be at least 20 years.

By Mary Beth Franklin
Social Security earnings limits can reduce spousal benefits, too
RETIREMENT PLANNING MAY 23, 2014
Social Security earnings limits can reduce spousal benefits, too

Earnings restrictions disappear at full retirement age.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 23, 2014
Baby boomer, Gen X women fear not having enough retirement savings

Congresswoman encourages growth in number of female financial advisers.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAY 20, 2014
Home-free: How one couple sold everything and toured the world

The Martins lived in short-term rental apartments from Mexico to Turkey and England to Argentina. But how practical is the lifestyle?

By Elizabeth MacBride
RETIREMENT PLANNING MAY 20, 2014
Why clients are their own most valuable asset

Earning power needs to be factored in to all retirement plans

By Darla Mercado