<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money
Downsizing is a myth, one study finds: A third of retirees bought bigger houses.
Discovering a freedom threshold and dispelling the downsizing myth
Put down your box of receipts and check out these tools.
Annual survey by Pensions & Investments finds DC plans gained 12.8% last year, driven mostly by market gains.
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
<i>Breakfast with Benjamin</i>: The energy sector has the highest level of short interest since 2008. Plus: Apple's market value tops $700 billion and already talk turns to the $1 trillion mark, Carl Icahn says Apple is already there, and is it time to rethink filing taxes online?
Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.
<i>Breakfast with Benjamin</i>: A stronger dollar and record valuations for global stocks have kicked the precious metal to the curb.
Guaranteed lifetime withdrawal benefits are back
Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.
Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
One artist's precipitous fall is a reminder that art can be a fundamentally fickle asset. So, buy it because you love it.
Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons
Hold onto your hats and proceed with caution.
The president's proposed change in step-up in basis would have a major impact on high-net-worth earners' taxes, according to Robert N. Gordon.
Senate leaders are asking the public to add their ideas for overhauling the code to the bipartisan debate.
<i>Breakfast with Benjamin</i>: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid
Protection takes precedence for committed couples who won't get hitched.
When interest rates rise, the $3.4 million ceiling proposed could drop, trapping more people in a tax net
