Affluent investors embrace a broader definition of youth as life expectancy stretches
Affluent investors embrace a broader definition of youth, changing their retirement needs
Another day, another VA pullback. This time, Protective Live is putting the brakes to sales of its variable annuities, including clamping down on 1035 exchanges.
Shares bought at $10 at start of boom now worth 45% less.
Health care exchanges aren't meant for retirees, but advisers should still help clients with Medicare choices.
Massachusetts is the latest state looking into upfront pension payments to retirees amid concerns that the payment may be less than a plan's future value.
LPL is going to offer advice to 401(k) participants served by Vanguard and Ascensus and is talking with a big insurer about adding its plans, too.
Married couples should focus on maximizing survivor benefits.
How will the federal government's impending Oct. 1 shutdown affect your savings?
Couples aren't affected if no minor children are collecting benefits.
Coté, Doll love equities but hate Washington politics, health care law.
Expected to launch in fourth quarter, platform hits regulatory snag.
Five questions for Dr. Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners.
Group banned in an attempt to deter en-masse trading
Plan for potential costs in separate pool of money — and stay healthy.
Industry gadfly to continue writing on his blog.
In some cases, spousal benefits available without a marriage certificate
Experts break down the choices available to investors hit by government shutdown
“It's hard to reach a destination that you haven't charted a map to," expert says