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Life insurance helps with retirement planning, but beware of the pitfalls
Product considerations are complex, and using this strategy inappropriately in a retirement income plan can trigger problems.
How to get the most out of Social Security after divorce
Who gets which benefits when? It depends.
Retirees just want to have fun, Merrill Lynch study says
Unprecedented free time in retirement will be a boon for the leisure industry.
Money market funds come under fire in spate of 401(k) suits
The suits allege that money market funds were imprudent investment choices given that their returns were lower than stable value funds.
How to sell fixed indexed annuities in a DOL fiduciary environment
Advisers need to know what to consider when determining if the annuities are in a client's best interest.
New tool aims to optimize retirement withdrawals
Non-traditional drawdown strategies improve tax efficiency that can extend portfolio life.
Advisers’ role in retiree health care
What’s the single biggest expense that your clients will face once they’ve retired? Housing? Recreation? How…
Laurence Kotlikoff, economist and Social Security guru, to challenge Clinton, Trump for presidency
Saying the U.S. faces a $199 trillion 'fiscal gap,' professor wants to apply the principles of economics to fix what ails the country.
Gifts to introduce new graduates to saving and investing
Professional financial planners offer suggestions for the best gifts to give recent college grads instead of cash.
Harbor Lights team leaves LPL for Wells Fargo Advisors Financial Network
The $350M firm was concerned with joining a firm that could successfully navigate the DOL fiduciary rule.
Why the inventor of 401(k)s came to view them as ‘monsters’
Breakfast with Benjamin Why the father of the 401(k) came to think the plans were better at helping the financial industry than retirement savers.
Elder financial abuse grows more prevalent in annuity, life insurance products
Insurance products represent a huge pot of money for fraudsters as baby boomers retire at a rapid clip
The health care tab for a retired couple will be $567,903 — and that’s if you’re healthy: study
The average, healthy 65-year-old couple who wants to retire probably has larger health care costs than you think.
Steering clear of estate food fights
When Father Time catches up to clients, it's hard to tell the exact moment when one may be most vulnerable to abuse.
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab
Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions
Many Americans still clueless about 529 plans
About 72% of Americans cannot identify the savings plans as being for college savings, a new survey shows.
Donald Trump’s focus on U.S. debt could hurt retirement accounts
Plus: Hedge fund manager still raking in the big bucks, another Bernie Sanders gaff, and making sense of smart beta
How to become a Social Security expert
Training programs available for various levels of experience and interest.
Obama daughter set for gap year before Harvard, but it’s not for everyone
Financial advisers say taking a year off needs to be structured to pay off.
Think twice before you co-sign for a loan or credit card
Survey shows that 38% of co-signers had to make payments and 28% ended up damaging their credit scores.
