These strategies can help young investors build a strong credit histories — even if they eschew owning credit cards.
Some retirement plan record keepers resort to aggressive sales tactics with their proprietary products, offering discounted record-keeping services if proprietary funds are used. </br><i><b>(More on plan advice: <a href="//www.investmentnews.com/article/20160327/BLOG09/303279999/how-to-choose-a-plan-sponsor-partner-to-adapt-to-dol-fiduciary-rule"" target=""_blank"" rel="noopener">How to choose a plan-sponsor partner to adapt to DOL fiduciary</a>)</b></i>
Shrinking the pool of muni sellers does not help investors
Make sure your clients fully understand the tax implications and overall risk profile of what they're buying.
How do you make sure that your nest egg will provide for you not only in your 70s and 80s, but into your 90s and beyond?
Unmarried couples can now deduct effectively twice as much of their mortgage and home interest on their tax returns.
Divorce filings drop in April and don't spike again until August &mdash; after July, the most popular month for vacations.
The prospect of living unhappily ever after in a retirement that can last 20 or 30 years or more is one reason behind the growing incidence of divorce among spouses age 50 and older.
If you're a real estate investor who wants to buy low and sell high, this is the list for you.
The Labor Department's conflict-of-interest rule is upping plan sponsors' concern for their fiduciary duty.
Family benefits account for a much smaller percentage of Social Security outlays today than they did in the past.
ERISA attorneys say the judge's decision was a complete rebuke of classic arguments in excessive-fee suits, and could provide fodder for the defense in future trials.
One attorney called the lawsuit an "attack" on the investment-management structure within variable annuities.
The plaintiffs argued that the company provided a money market fund instead of a stable value fund and paid excessive record-keeping fees to Vanguard Group, among other wrongdoings.
The wirehouse now joins a growing list of other financial-services companies sued for similar reasons.
The suit, not brought by Jerry Schlichter's law firm, could signal a 'race to the courthouse' in the university 403(b) market.
Some are cringing at the hint that wealthy citizens will need to pay more in taxes, yet most still plan to give her their vote.
Stark differences include one presidential candidate who seeks to raise income taxes on the wealthiest Americans while the other would cut them across the board.
Attorneys, ever present in the 401(k) market, are beginning to target university 403(b) plans. These lawsuits follow close on the heels of ones against MIT, NYU and Yale.
Another financial services company has been targeted for costly proprietary investments in its 401(k) plan, leading to allegations of self-dealing at the expense of employees.
