Case highlights vulnerability of advisers when they don't use up-to-date methods to project costs.
Their features require careful explanation, but today's fixed indexed annuities can offer upside for clients.
Participants shifted their balances to conservative funds amid higher trading activity.
Advisers need to bear in mind that this cousin of traditional universal life insurance requires unique precautions.
Having more willpower early in the season could save a few bucks.
April 29 deadline applies only to file-and-suspend strategy, not spousal benefits.
There's plenty of evidence that it's not a great investment — and may even be a bad one in a recession.
Distribution of more variable annuities in an advisory rather than commission environment could play out as a result of Labor Department regulation.
<i>Breakfast with Benjamin</i> An estimated 70 million Americans will wager $9.2 billion this year through March Madness office pools, but keep in mind that any winnings are taxable.
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
With the Labor Department's fiduciary rule closing in on finalization, some lawmakers still question potential costs of implementing the measure.
Some Social Security beneficiaries must wait an additional year for full payment.
Utilizing a methodical system to review retirement goals can keep clients calm during the storm.
Two top Republican senators claim the fiduciary rule is premature when the agency is still studying how Americans save.
<i>Breakfast with Benjamin</i> Donald Trump's health care plans includes repealing Obamacare, along with six other points. It promises to be yuuge.
Women with loans end up paying more for college than men because they take longer to repay their debt, which accumulates interest over time.
There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today's world.
The billionaire prevailed in a fight to continue to handle his own financial affairs. Find out how to protect your estate before a similar conflict erupts.
<i>Breakfast with Benjamin</i> There's a new low-minimum IRA targeted to young investors who want their money invested in companies dedicated to sustainability.
