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More workers feel confident about retirement: EBRI
New report also finds more people expect to retire after 65 but the median retirement age remains stuck at 62.
More workers feel confident about their retirement: EBRI
New report also finds more people expect to retire after 65 but the median retirement age remains stuck at 62.
‘Holy Child Girls’ are a microcosm of baby boomers on verge of retirement
The future looks golden in an author's informal survey
Carlyle Group misses the mark with liquid alts
Breakfast with Benjamin: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.
Social Security closes claiming loophole for people with disabilities
A minor change in the Social Security Program Operations Manual System late last year resulted in a big change in the rights of people who receive Social Security disability benefits.
Feud over Robin Williams’ estate highlights need for specificity in trusts
The late comedian's estate plan is back in the headlines: This time, his beneficiaries are embroiled in a legal fight over the interpretation of his trust.
In Labor Department’s fiduciary proposal, a nod to passive investing
Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.
Blurred lines surround estate of Marvin Gaye
Heirs win a court fight, but it all could have been avoided
Protecting vulnerable aging clients
Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors
Affluent retirees flock to The Villages, fastest-growing metro area
This Florida retirement destination has a carefree lifestyle and lots and lots of golf carts.
How singles can use file-and-suspend as an insurance policy
But this creative claiming strategy stumps some Social Security Administration employees.
Nearly half of retirees wish they had retired earlier
But savings gap may force future retirees to work longer.
MassMutual beefs up DCIO effort, extending reach into retirement plans
Insurer faces uphill battle as competition in defined contribution investment-only space is tough.
Who oversees wealth advisers who guide investors on 401(k)s? It depends.
In the most complex scenarios, you may answer to DOL, Finra and SEC.
The big retirement mistake Millennials make
Survey: younger workers happy about their savings habits but they are beginning to worry about their net worth
Hidden tax benefits of continuing care retirement communities
Advisers planning for the long-term-care needs of clients should seriously consider the potential tax savings that come with these communities.
Obamas’ income falls to lowest level since 2004
First couple's tax return shows no stock market investments, missed opportunity on home refinance in Chicago.
Are employer savings on health care being reinvested in retirement plans?
As health care benefits fall out of favor with employees, some small businesses are considering redesigning their 401(k)s to retain staff.
Hidden tax benefits of Continuing Care Retirement Communities
Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.
Latest sign of oil market glut pushes prices even lower
Breakfast with Benjamin: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.
