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Social Security makes the Republican presidential debate
Christie promotes reform plan while Huckabee defends the program.
Rep. Ann Wagner gets three other House members to call on DOL to withdraw fiduciary proposal
Rep. Ann Wagner and three colleagues on the House Financial Services Committee are seeking additional signatories on letter to Labor Secretary Thomas Perez.
American Funds making inroads with fee-based advisers
In its sales turnaround, third largest U.S. fund company relies on retention of existing advisers and lower-cost share classes.
The Fed’s rate-hike plan now sees an obstacle in the form of China
Breakfast with Benjamin: China could stand in the way, as their market struggles create a risk of tightening into a slowing global economy.
Amazon’s less-than-generous 401(k) plan
The online retail giant's retirement program includes company matches made entirely in Amazon stock.
Neil Young joins Hawaii homesellers listing big estates
The legendary singer-songwriter is selling his $24.5 million Waialea Bay property with a five-bedroom beach house, two guest cottages and 830 feet of ocean frontage.
Kick your kids out of the house without feeling guilty
Jobs and wages are rebounding — time to get those millennials out on their own.
No Social Security cost-of-living adjustment expected for 2016
High-income retirees could see net benefits decline as their Medicare premiums rise.
Retirement accounts are hitting new highs, which is good news for advisers
Breakfast with Benjamin: Investors are really starting to sock money away for retirement, which is good news for advisers.
Michael Kitces’ weekend reading for financial advisers
Pimco gets put on notice, the latest twist in the CFP Board-Camarda battle, and the rest of the week's must-reads for advisers
Ask the Adviser: Can I really afford that vacation home?
You've picked your favorite vacation destination, visited multiple times and gotten to know the town. Now here's how to make that second home a permanent reality.
China’s stock market freefall has only just begun
Breakfast with Benjamin China's stock market rout is being described as just the beginning, with some big moves still to come.
These retirement policy reform ideas sparked death threats
Economics professor Teresa Ghilarducci explains her controversial proposals for mandated savings, risk aversion and avoiding fees.
Social Security cost-of-living adjustment unlikely for 2016
High-income retirees could see net benefits decline as their Medicare premiums rise.
Donald Trump’s investment portfolio a messy hodgepodge: advisers
Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. (See the top five fund companies holding Mr. Trump's money.)
Companies from Facebook to JPMorgan squeeze 401(k) plans
Tactics include holding back on both the amount and timing of 401(k) matches and dragging out vesting schedules.
Why stepchildren are more likely to feud over the family fortune
Blended families face increased risks for fights over money, survey shows.
The critical retirement cost many advisers aren’t discussing with clients
Transportation is one of the highest expenditures for older Americans, yet many advisers aren't pushing the mobility conversation with clients.
Puerto Rico’s default could ripple through average Americans’ portfolios
Breakfast with Benjamin: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?
Expert tips for buying a private island — and upgrading its amenities
Creating your own private-island paradise is doable, but it won't be easy, warns expert developer Doug Kulig.
