Retirement Planning

Displaying 8408 results
RETIREMENT PLANNING FEB 23, 2012
65: A speed limit, not a milepost

Increased longevity and the Great Recession are making Baby Boomers reassess the normal retirement age

By Mary Beth Franklin
RETIREMENT PLANNING FEB 23, 2012
Time for a retirement income specialist designation?

By Bloomberg
Garden State facing withering backlog of foreclosures
RETIREMENT PLANNING FEB 23, 2012
Garden State facing withering backlog of foreclosures

By John Goff
Big threat for big wealth managers? Their local bank
RETIREMENT PLANNING FEB 23, 2012
Big threat for big wealth managers? Their local bank

Community and regional banks nabbing clients from wirehouses and larger financial institutions; 'easy to buy assets'

By Bloomberg
RETIREMENT PLANNING FEB 22, 2012
CEO rips GOP, Dems for fiscal irresponsibility

In a speech delivered to a group of private investors on Feb. 15, Robert Rodriguez, managing partner and CEO of First Pacific Advisors, warned of ongoing market instability if the federal government doesn't make “credible and material fiscal reforms” by the end of 2013.

By Paul Menchaca
Biggest expense for Americans over 50? Not health care
RETIREMENT PLANNING FEB 22, 2012
Biggest expense for Americans over 50? Not health care

Out-of-pocket costs on drugs and medical insurance are the second-most-costly item for older folks.

By Darla Mercado
INsider: Something Obama and the GOP can finally agree on?
RETIREMENT PLANNING FEB 22, 2012
INsider: Something Obama and the GOP can finally agree on?

Some politicians who received money from alleged Ponzi-schemer R. Allen Stanford have thus far refused to return the cash, instead making charitable donations.

By Doug Cubberley
Pensco pulls off 'game changer' of an acquisition
RETIREMENT PLANNING FEB 21, 2012
Pensco pulls off 'game changer' of an acquisition

Purchasing IRA business of Lincoln Trust; larger custodians dumping nontraditional investments

By Dan Jamieson
EQUITIES FEB 21, 2012
How a graffiti artist tagged Facebook for a $200M payday

David Choe's choice of stock over cash for murals was the real art of this deal

By Bloomberg
RETIREMENT PLANNING FEB 17, 2012
Top 10 states by sales tax burden

By Doug Cubberley
Wealth management a bright spot for UBS in 2011
RETIREMENT PLANNING FEB 17, 2012
Wealth management a bright spot for UBS in 2011

By Bloomberg
New service aids ETF use in 401(k)s
RETIREMENT PLANNING FEB 16, 2012
New service aids ETF use in 401(k)s

Folio Institutional and unitZXchange partnership makes it easier to use mix of assets in plan accounts

By Dan Jamieson
Christie to Buffett: 'Write a check and shut up'
RETIREMENT PLANNING FEB 15, 2012
Christie to Buffett: 'Write a check and shut up'

New Jersey governor Chris Christie does not generally pull his punches. So it came as no surprise this week when Christie slammed Warren Buffett's assertion that the rich don't pay enough to the U.S. Treasury. Christie's advice to the Oracle? See above.

By John Goff
INcite: Cap gains raise requires two big tweaks
RETIREMENT PLANNING FEB 15, 2012
INcite: Cap gains raise requires two big tweaks

Hike the rate, but allow investors to adjust for inflation; also, kill off the 'angel of death'

By Ray Madoff
RETIREMENT PLANNING FEB 15, 2012
Clients with Alzheimer's pose 'scary' legal risks

By Andrew Osterland
Property taxes up a whopping 66% in this state since 2001
RETIREMENT PLANNING FEB 15, 2012
Property taxes up a whopping 66% in this state since 2001

Garden State of New Jersey no bed of roses for homeowners

By John Goff
OPINION FEB 14, 2012
Catch-up contributions help retirement

By Lule Demmissie
RETIREMENT PLANNING FEB 14, 2012
When decisions are impaired by disability

By MFXFeeder
Whitney Houston's death puts different type of records in spotlight
RETIREMENT PLANNING FEB 13, 2012
Whitney Houston's death puts different type of records in spotlight

Untimely passing of pop queen a stark reminder to financial planners of need to review documents; follow-through the key

By Liz Skinner
Cheney: Obama playing 'small ball' on entitlements
RETIREMENT PLANNING FEB 13, 2012
Cheney: Obama playing 'small ball' on entitlements

Former veep tells advisers current administration isn't doing enough to curb spending on social programs

By Bloomberg