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These funds can help you avoid donation headaches
Three-quarters of donors say donor-advised funds help them lower capital gains taxes or give more to charities.
Everyone’s doing it: How peer pressure influences retirement savings
Feeling behind in savings and salary or embarrassment over finances motivates a third of non-retirees to make positive financial decisions, according to a recent survey.
Majority of Americans flunk Social Security quiz
Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.
The bond markets are mysteriously losing liquidity
Breakfast with Benjamin: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.
A Social Security benefit is a terrible thing to waste
Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
When both spouses lose some or all of their Social Security benefits
Excess earnings before full retirement age can reduce payments to both spouses.
Use charitable giving to offset bull market gains
Year-end donations can help mitigate next year's tax bite.
Latest Obamacare ruling could spark a sell-off in health care sector stocks
Sudden volatility could create short-term buying opportunity.
It’s time for retirees to start bracing for higher interest rates
Breakfast with Benjamin: Even if the Fed isn't sure when they'll occur, retirees should be bracing for rising interest rates.
Big change coming soon for high income Medicare beneficiaries
Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare
Questions to ask when considering a continuing care retirement community
Find out what kind of information you should know before committing to one of these assisted living facilities.
TV ads don’t offer great retirement advice
While reverse mortgages can be a valuable tool for retirees, they also have risks that investors may not expect.
Why wives should take the lead in retirement planning
Women are better suited to lead household financial planning, given a few key facts about how they invest.
Money Milestones: Downsides of a 529 college savings plan
Is handcuffing parents while they save for the children's college education a good thing?
Advisers, pay attention to home-country bias in 401(k) menus
Eliminate over-allocations to the U.S. market by encouraging plan sponsors to add international options to menus and explaining diversification benefits to participants.
Supreme Court decision in 401(k) case may have profound effect on fiduciary debate
Portions of the recent decision appear to be at odds with the DOL's intentions.
Tax assessors scope out property with Cessnas, including in the Hamptons
Stymied by hedgerows and long driveways, local jurisdictions have found a way to look over the fences.
Reported Wells Fargo-Financial Engines deal may ease rollover harvest — for now, say experts
The relationship could work well for non-fiduciary reps who service retirement plans, but that would change if the Department of Labor's fiduciary rule proposal passes in its current form.
Vanguard widens lead over Fidelity in managing retirement assets
Pensions & Investments survey finds fund giant still tops in managing retirement assets, followed by Fidelity. BlackRock is gaining ground, helped by target date, index funds.
Why advisers need to stop scaring pre-retirees
When clients start a financial conversation with decreased confidence and a perceived loss of control, they often resist taking action.
