Alicia Munnell confesses her "not-so-smart" moves and explains how she recovered. Hint: It had nothing to do with stocks or bonds.
Capturing rollovers, satisfying income seekers in low-interest rate environment.
<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.
Claim early only if you really need to; suspend until later if you can afford it.
Financial Engines, Betterment among automated investment services aiming to let their clients use information to inform retirement planning.
Inadequacy of savings is a "far bigger crisis than health care ever was."
Combined, Social Security retirement and disability fund reserves projected to be exhausted in 2034.
<i>Breakfast with Benjamin</i>: Some things companies do during earnings season that can really rub investors the wrong way.
Presidential candidate seeks to reward longer-term investments, rein in "excessive risks” in the industry, and go after individuals in enforcement cases.
Most working retirees are making much less per hour now, survey shows
Older dads can trigger Social Security benefits for young children.
Make sure clients set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.
Most working retirees are making much less per hour now, survey shows.
<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.
Maryland, Connecticut aim to boost savings rates; some say the measures could be mandates on small employers.
Time to allow summary prospectuses for VAs
Michael Kitces saves more than half his income and still drives a Kia Spectra, despite great professional success.
A so-called summary prospectus would provide information about the risks, costs and benefits of the complicated products in a streamlined manner.
