Retirement Planning

Displaying 8408 results
RETIREMENT PLANNING DEC 04, 2011
New York's riches come at a price

Love it or hate it, New York elicits strong opinions from just about everyone.

By Andrew Osterland
RETIREMENT PLANNING DEC 04, 2011
Satisfied in Seattle: More clients than competitors for RIAs

Despite is reputation for gray skies, Seattle has weathered the nation's economic storm better than most of the U.S. That fact, combined with the area's recreational opportunities and quality of life, makes some financial advisers who live and work there pretty satisfied.

By Dan Jamieson
RETIREMENT PLANNING DEC 04, 2011
St. Louis: The pros and cons for advisers

St. Louis might be brushed off as flyover country by some coast-to-coast travelers, but it has become the final destination for many financial advisers.

By Lavonne Kuykendall
INsider: 'Death spiral' awaits if muni tax break erased
RETIREMENT PLANNING DEC 01, 2011
INsider: 'Death spiral' awaits if muni tax break erased

Supercommittee notion of doing away with exemption not so super; going down the Whitney path

By Bloomberg
Latest scandal could actually boost UBS wealth management
RETIREMENT PLANNING DEC 01, 2011
Latest scandal could actually boost UBS wealth management

The latest scandal at UBS may be causing headaches for the bank's advisers right now. But in the long run, a re-emphasis on serving rich clients -- rather than chasing investment banking business -- could be a good thing for the company and its wealth managers. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110802&amp;Category=FREE&amp;ArtNo=802009999&amp;Ref=PH>Wirehouse rankings: Average assets per rep</a> | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110922&amp;Category=FREE&amp;ArtNo=922009999&amp;Ref=PH>The richest states</a>

By John Goff
Treasury's printing press a success as U.S. debt  top sovereign bet
RETIREMENT PLANNING NOV 21, 2011
Treasury's printing press a success as U.S. debt top sovereign bet

Uncle Sam's paper up 26% this year; given troubles in Europe, demand not 'waning anytime soon'

By John Goff
RETIREMENT PLANNING NOV 21, 2011
529 plan wrinkle aims to reduce worry lines of savers

Rhode Island's college savings plan has a new feature aimed at limiting parents' roller coaster ride when the markets face extreme environments. And observers say the idea may catch on with competitors.

By Liz Skinner
RETIREMENT PLANNING NOV 18, 2011
Agents fleeced Aviva in church insurance scheme, suit claims

Aviva says a slew of charity-originated life insurance policies were touted as way to aid churches in poorer neighborhoods. But the carrier claims agents and third-party were the biggest beneficiaries

By Darla Mercado
Obama tuition plan could get students sacked by bursars
RETIREMENT PLANNING NOV 17, 2011
Obama tuition plan could get students sacked by bursars

Critics say proposal will lead to less Federal assistance, and thus less financial aid; 'Johnny Jones isn't going to appreciate that'

By John Goff
State halts sales of underwater college savings plan
RETIREMENT PLANNING NOV 17, 2011
State halts sales of underwater college savings plan

Illinois stops accepting new participants due to gap in funding

By Steve Daniels
RETIREMENT PLANNING NOV 17, 2011
Savers 86ing 529 contributions

College savings plans saw first negative outflows since the financial crisis; demographics, lousy economy cited

By John Goff
Baby boomers ill-informed about Medicare: Survey
RETIREMENT PLANNING NOV 17, 2011
Baby boomers ill-informed about Medicare: Survey

Most baby boomers, even those past retirement age, say they don't know much about Medicare, the federal health insurance plan for seniors. Their ignorance could end up costing them.

By Lavonne Kuykendall
One-third of employers may drop health plans
RETIREMENT PLANNING NOV 17, 2011
One-third of employers may drop health plans

Almost one-third of U.S. employers are likely to stop providing health coverage for workers in 2014, when U.S. subsidies become available for people to buy individual policies.

By Doug Cubberley
RETIREMENT PLANNING NOV 16, 2011
Americans staying put, but those who move heading to no-tax states

The Census Bureau says fewer Americans relocated last year than in six decades. But those who did pick up stakes tended to move to states with either no personal income tax or relatively low overall rates. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110915&amp;Category=FREE&amp;ArtNo=915009999&amp;Ref=PH&amp;Params=Itemnr=1>States with the highest tax rates &amp;raquo;</a>

By John Goff
RETIREMENT PLANNING NOV 16, 2011
Adviser draws on creativity to illustrate financial concepts

It isn't easy for advisers to illustrate financial concepts for clients, but Carl Richards does just that

By Lavonne Kuykendall
RETIREMENT PLANNING NOV 15, 2011
Bottom of the class

Paying for college is a big load for clients.To ease the burden, many enroll in 529 plans. But not all 529s are created equal. Here are the states with the worst college-savings plans. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110711&amp;Kategori=FREE&amp;Lopenr=711009999&amp;Ref=PH>Penn State the most expensive public university &amp;raquo;</a> | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110630&amp;Kategori=FREE&amp;Lopenr=630009999&amp;Ref=PH>The 10 priciest private colleges &amp;raquo;</a>

By John Goff
RETIREMENT PLANNING NOV 14, 2011
Throwing it all away

For advisers to the super-rich, devising their clients' investment strategies is no longer enough. Increasingly, they must protect wealthy families from themselves. <br><a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111109&amp;Category=FREE&amp;ArtNo=110909910&amp;Ref=PH><b><i>IN Extra</b></i> 10 sketches every wealthy client should see &amp;raquo;</a>

By John Goff
RETIREMENT PLANNING NOV 13, 2011
Special report: The 2011 InvestmentNews/Moss Adams Staffing & Compensation Study

By Mark Bruno
RETIREMENT PLANNING NOV 11, 2011
Saying 'I do' to prenup money advice

Before they march down the aisle, engaged couples rarely discuss who'll pay the electric bill or how much to save once the knot is tied. Maybe they should.

By Lavonne Kuykendall
Stressed BofA, Citi may have to rethink dividend plans
RETIREMENT PLANNING NOV 10, 2011
Stressed BofA, Citi may have to rethink dividend plans

Fed's tougher capital tests could throw a spanner into the works for buybacks as well

By John Goff