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Jeffrey Gundlach is riding out the Greek storm in Treasuries
Breakfast with Benjamin: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.
States act as federal legislation on auto IRAs stalls
Maryland, Connecticut aim to boost savings rates; some say the measures could be mandates on small employers.
How an elite financial adviser created his own financial freedom
Michael Kitces saves more than half his income and still drives a Kia Spectra, despite great professional success.
Why you can’t give relatives scholarship money and call it charity
The IRS shuts down a scholarship fund that gave money only to family; find out how you can provide income to loved ones tax free.
What you can learn from the timing of Jennifer Garner and Ben Affleck’s divorce
The benefits of filing after a key anniversary may be worth the wait.
Changing jobs? New technology aims to help you find the best way to invest your 401(k)
Figuring out your fees shouldn't require reading pages of fine print.
Is Billy Joel the poster child for the Viagra college fund?
Older dads can trigger Social Security benefits for young children.
Financial lessons from the timing of Jennifer Garner and Ben Affleck’s divorce
Benefits of filing after a key anniversary may be worth the wait.
Wells Fargo faces major test of broker liability for selling F-Squared
A 68-year-old widower claims wirehouse did insufficient due diligence on the troubled money manager.
How to clarify the murky regulations governing IRA rollovers
DOL should craft an exemption for when a fiduciary retirement plan adviser is called on to assist with a rollover decision
Widowed or divorced? Key steps for ensuring your financial well-being
Women often need to get up to speed on finances in a fire-drill fashion and make some very critical decisions following widowhood or divorce.
Social Security consolation prizes for divorced spouses
Ex-spouse can claim independently and is not subject to family maximum limit.
There’s saving — and then there’s financial hoarding
Are you a prudent saver, or has over-saving become a pathology?
The Fed has painted itself into a corner, and is only trying to manage expectations
Breakfast with Benjamin: An economist says Janet Yellen and the Fed are too chicken to raise rates, but at the same time the FOMC is trying to reassure markets that rate hikes will be slow and deliberate.
Social Security claiming strategy short-circuited by excess earnings
Both older nonworking wife and younger employed husband can lose benefits.
Growing consumer demand for health care and Social Security advice
Report shows an opportunity for advisers with this expertise.
IRS shuts lump-sum window for retirees already receiving benefits
Defined benefit plan sponsors can no longer replace annuity payments with lump-sum distributions to retirees and their beneficiaries.
Advisers’ big opportunity in the small 401(k) plan space
Small plans desperately need advisers to increase understanding, build an education policy and educate participants.
Same-sex couples inch closer to full Social Security benefits
Attorney General Loretta Lynch announced Wednesday that federal marriage benefits soon will be available to same-sex couples nationwide following the Supreme Court ruling in Obergefell v. Hodges on June 26.
What same-sex couples should know about Medicare
More gay couples than ever will have access to Medicare benefits, but certain rules apply.
