The physician and financial planner on what advisers need to know about new health insurance choices
Open-enrollment for new state and federal insurance has begun, but many sites have long-loading times
Social Security strategy normally reserved for couples allows unmarried to hedge their bets.
Legislators looking for ways to boost Americans' savings for retirement and access to advice.
Recent research shows that due to increases in Social Security's delayed-retirement credit, the real retirement age might now be 70.
New paper suggests flexibility around withdrawal rates, asset allocations is the best approach
Divorced spouses eligible for vastly different benefits than new ones.
Though one study says people are saving enough, experts warn that investors need to be reminded
News out of Detroit and Illinois means retirees should count on lower income stream
The largest seller of long-term-care coverage is counting on periodic rate increases of 2% to 4% to maintain profit targets.
For advisers working with clients in Detroit and Ilinois, preparing for a sharp cut in pension benefits — and a smaller income stream — is a centerpiece of retirement planning.
Rules differ for those currently married, widows/widowers and the divorced
Retirement has become a goal for the uninspired. When it comes to retirement planning, practice management expert Wayne Badorf and chief portfolio strategist Brian Jacobsen, both with Wells Fargo Asset Management, say it's time for the financial advice industry to wake up and smell the roses … and help their clients do the same.
Business owners often eschew saving and count on their business for their retirement, which can backfire
If a client talks about claiming Social Security benefits before full retirement age that don't ring true, ask questions. It could make a huge difference in their long-term financial security.
Finra is said to be investigating a handful of broker-dealers that sold VAs with subacccounts invested in hedge funds. Clients who bought the products lost $18 million, says an attorney.
Workers seem to be doing precisely what they would be expected to do with 20-page disclosure documents: Tossing them in the circular file
Jackson National Life Insurance Co.'s temporary halt on tax-free exchanges of variable annuities is in effect until Dec. 16 — but it turns out not everyone is subject to the suspension.
