Retirement Planning

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California Dems eye college fees that are up 145% since 2004
RETIREMENT PLANNING JAN 18, 2012
California Dems eye college fees that are up 145% since 2004

Look to end tax loophole for businesses, use proceeds to provide more financial aid to students

By John Goff
Student loans the 'next debt bomb' for U.S., attorneys warn
RETIREMENT PLANNING JAN 18, 2012
Student loans the 'next debt bomb' for U.S., attorneys warn

Courts reluctant to discharge loans, often forcing graduates to pay off enormous sums; parents increasingly on the hook, too

By Bloomberg
Ivy League school rolls out largest tuition hike in six years
RETIREMENT PLANNING JAN 18, 2012
Ivy League school rolls out largest tuition hike in six years

CPI up 3 percent, but Princeton raises prices by nearly 5 percent

By John Goff
Gingrich's gift to highest earners
RETIREMENT PLANNING JAN 18, 2012
Gingrich's gift to highest earners

Analysis of Newt Gingrich's tax plan would cut taxes for 70% of households and reduce rates for the highest earners compared with what they pay now.

By Doug Cubberley
The truth about $300B worth of 'Manila' paper
RETIREMENT PLANNING JAN 17, 2012
The truth about $300B worth of 'Manila' paper

Bearer bonds from alleged Philippines plane crash are little more than wallpaper

By Doug Cubberley
RETIREMENT PLANNING JAN 15, 2012
Advisers: Meet the 'client whisperer'

You've heard of the movie, The Horse Whisperer, and you are probably familiar with TV personality Cesar Millan, The Dog Whisperer. Well, think of me as The Client Whisperer.

By Mark Bruno
RETIREMENT PLANNING JAN 15, 2012
Schwab plans to launch bundled 401(k)

By Dan Jamieson
Consumer Bureau kerfuffle stays off presidential campaign agenda
RETIREMENT PLANNING JAN 13, 2012
Consumer Bureau kerfuffle stays off presidential campaign agenda

Obama's CPFB appointment won't propel Dodd-Frank into GOP debate

By Mark Schoeff Jr.
Experts not queueing up for Suze Orman's new debit card
RETIREMENT PLANNING JAN 12, 2012
Experts not queueing up for Suze Orman's new debit card

Suze Orman's new prepaid debit card will come with fees of at least $36 a year

By Liz Skinner
RETIREMENT PLANNING JAN 12, 2012
ROI for RIAs

Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it's viewed as a long-term investment that generates growth and higher profitability.

By Mark Bruno
RETIREMENT PLANNING JAN 12, 2012
10 worst states for retirement

By John Goff
Wealthy worried kids will fritter away inheritance
RETIREMENT PLANNING JAN 12, 2012
Wealthy worried kids will fritter away inheritance

Almost a quarter of wealthy individuals in the U.S. don't trust their children or stepchildren to protect the assets they plan on leaving the next generation.

By Liz Skinner
RETIREMENT PLANNING JAN 11, 2012
Helping retired clients prepare for health care costs

By Darla Mercado
RETIREMENT PLANNING JAN 11, 2012
Health insurance premiums soar

U.S. workers' health insurance premiums rose 63% between 2003 and 2010 as employers shifted more of the burden of rising medical costs to individuals and families, according to a study from The Commonwealth Fund

By Bloomberg
Ultrarich well aware of tax loophole on unrealized gains
RETIREMENT PLANNING JAN 11, 2012
Ultrarich well aware of tax loophole on unrealized gains

Avoid paying the IRS using complicated stock sale strategies; effective tax rate for billionaires now down to 18%

By John Goff
Schwab launches bundled 401(k) product
RETIREMENT PLANNING JAN 10, 2012
Schwab launches bundled 401(k) product

Schwab's new bundled 401(k), Index Advantage, will offer 40 low-cost funds covering about 16 asset classes.

By Dan Jamieson
Jobless claims fall to lowest level since 2008
RETIREMENT PLANNING JAN 06, 2012
Jobless claims fall to lowest level since 2008

Firings down, manufacturing up; economy gaining momentum going into 2012

By Doug Cubberley
Guess who wins under Republican candidates' tax plans?
RETIREMENT PLANNING JAN 06, 2012
Guess who wins under Republican candidates' tax plans?

Tax proposals from the Republican presidential candidates favor one group

By Doug Cubberley
RETIREMENT PLANNING JAN 06, 2012
LPL paying steep price for NRP

In its quarterly report yesterday, LPL revealed news that definitely makes a splash: It's paying $27 million for the assets of National Retirement Partners Inc. The broker-dealer announced the acquisition last month.

By Bruce Kelly
RETIREMENT PLANNING JAN 06, 2012
Two ex-advisers win $2 million claim against NRP

National Retirement Partners Inc. was ordered to pay a $2 million arbitration award to two former financial advisers who were let go by the firm after it bought their practice.

By Darla Mercado