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Social Security changes sting women retirees
New rules limiting Social Security strategies in 2016 and beyond could make it more difficult for many women to maximize their benefits.
How to avoid year-end RMD errors
An expert's list of common mistakes advisers make when helping clients take required distributions
How to build an emergency fund fast
Forty-one percent of households don't have $2,000 in liquid savings, which would cover the median cost of the most expensive financial shock.
Five year-end moves to make you richer
Now is the time to sit down and focus on your finances.
Graying advisers perform juggling act with baby-boomer, millennial clients
Working with retirement clients presents great challenges and opportunities. No two clients are alike and they need personalized solutions.
How to minimize the sting of 2016 Medicare premium rates
Beneficiaries who can't avoid an increase can still find ways to manage through the hike.
Health costs derail common retirement savings benchmark
Steeply rising health costs call for a more dynamic retirement planning approach than traditional income replacement ratios.
Northeast better suited for retirement than rest of country: Personal Capital
Study examines regional differences in retirement readiness; lessons for advisers.
DOL, industry spar over cost estimates for fiduciary rule
Perez defends White House study, while SIFMA and ICI attack it.
NAPFA leader claims ‘moral high ground’ in fiduciary fight
Organization wants to strengthen its lobbying punch to counter the likes of NAIFA and others that oppose a clients' best interests rule.
401(k) plans often provide greater chance for retirement savings than pensions: EBRI
Economic modeling shows voluntary enrollment 401(k) plans provided better opportunity for achieving an 80% salary replacement ratio than DB plans for three of four income categories.
Health costs derail common retirement savings benchmark
This retirement-savings metric may be luring Americans into a false sense of security.
Plan to work longer for more retirement savings? Don’t count on it
Although delaying retirement helps financial readiness, it can't be a safety net for everyone.
When living on Social Security won’t cut it
Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.
The unique nature of target-date fund benchmarking
The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.
Wells Fargo launching ‘completely different’ target date funds that take an active approach
The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.
Is all the financial advice you’ve heard wrong?
Ethan Bloch, founder of online financial company Digit, wants to disspell certain myths millennial investors have been taught.
Young women taking more time to leave their parents’ nests
The increase is puzzling considering the improved state of the economy and an improving job market.
Could a one-time extra Social Security payment be coming your way?
Sen. Elizabeth Warren, D-Mass., recently introduced legislation to pay $581 to each person receiving retirement benefits to offset no cost of living adjustment in 2016.
Software companies race to update Social Security advice
Industry leaders ready with new guidance while others play catch up.
