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Hybrid life-LTC policies are a hit among advisers
Insurance products that combine life insurance and long-term care benefits are getting their time in the sun among advisers as traditional LTC options shrink.
Why more Social Security claimants are waiting past 62
Shifts in workplace retirement benefits, other factors, making delaying benefits even more valuable.
Getting the message: Social Security claimants are waiting past 62
Shifts in workplace retirement benefits, other factors, encourage more people to wait to claim benefits.
The ETF craze crosses a huge hurdle
Breakfast with Benjamin: Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.
Friends are OK, as we cruise toward retirement
Author conducts her own focus group among peers.
Rethink retirement, says director of U.S. aging institute
Research shows more working years may be just what the doctor ordered
Advisers ramp up efforts to create tax-conscious retirement withdrawal strategies
Advisers ramp up efforts to create tax-conscious retirement income withdrawal strategies with an aim to extend the life of clients' nest eggs.
Sofia Vergara lawsuit teaches planning lesson for couples using IVF
Here's the key: Thinking through what happens in the event of a divorce, death or breakup.
Parent PLUS loans and student loan cosigning: Just say no
Snares abound for parents who are eager to take on additional debt in the name of sending their children to their dream school.
529 benefits go beyond college savings
A new variation offers an option for saving for disabled children.
Dying penniless: It’s not just the poor
Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
Senator says advisers need more protection in reporting elder financial abuse
Maine program offers potential model.
The NFL gives up tax-exempt status that most folks didn’t realize it had
Breakfast with Benjamin: The NFL gives up its tax-exempt status, and estimates suggest the league's tax bill could be $10 million per year.
Multiple-employer plans provide growth for retirement plan advisers, if they can handle it
Plan advisers need to make sure they can properly service MEPs and are not just dazzled by the idea of adding dozens of new clients.
Singles can file and suspend Social Security benefits
But this creative claiming strategy stumps some Social Security Administration employees.
How the DOL’s fiduciary rule affects retirement plan advisers’ ability to land new business
Plan sponsors face deeper vetting of their advisers' offerings than ever before.
Wealthy millennials go online for retirement planning
But young investors still do tax, estate and debt planning offline, even as the market shifts fast
Which is better, an active or passive target date fund?
Over the long term the two types of funds have similar returns, Morningstar finds.
Active or passive target-date funds have similar returns, Morningstar finds
Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.
Target date funds are working but they can be expensive
Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.
