Now is the time to sit down and focus on your finances.
High-earning clients likely to be caught up in the tax code's confusing alternate universe.
Working with retirement clients presents great challenges and opportunities. No two clients are alike and they need personalized solutions.
Beneficiaries who can't avoid an increase can still find ways to manage through the hike.
Steeply rising health costs call for a more dynamic retirement planning approach than traditional income replacement ratios.
She claims agents are more interested in winning free vacations than finding the best investments for their clients.
Study examines regional differences in retirement readiness; lessons for advisers.
Perez defends White House study, while SIFMA and ICI attack it.
Organization wants to strengthen its lobbying punch to counter the likes of NAIFA and others that oppose a clients' best interests rule.
<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.
Economic modeling shows voluntary enrollment 401(k) plans provided better opportunity for achieving an 80% salary replacement ratio than DB plans for three of four income categories.
<i>Breakfast with Benjamin:</i> After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.
This retirement-savings metric may be luring Americans into a false sense of security.
Although delaying retirement helps financial readiness, it can't be a safety net for everyone.
Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.
The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.
The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.
Taxes levied on foreign stock dividends can be recouped, but it makes most sense for high-net-worth clients with multimillion-dollar positions.
Ethan Bloch, founder of online financial company Digit, wants to disspell certain myths millennial investors have been taught.
The increase is puzzling considering the improved state of the economy and an improving job market.
