Tips to help make 2014's bill less painful than 2013's
<i>Breakfast with Benjamin:</i>Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.
Retirees can only restrict claims to spousal benefits if they wait until their full retirement age to file for benefits.
Basic retirement plans don't cost a lot to set up, can be useful recruitment and retention benefit.
COLA formula was established by law in 1972.
COLA formula was established by law in 1972.
But retirees will still need to prepare for rising health care costs in the long run, expert warns.
Benefits will rise 1.7% next year, coming to about $20 extra per month. Some argue the increase won't even cover health care inflation
On today's <i>Breakfast with Benjamin</i> menu: Investors banking on holiday spending. Plus: Less-secure Social Security, when gold and platinum run in stride, Facebook is now bigger than IBM, and the tired saga on endless office meetings.
Unlike the previous version, the mailed one now highlights full retirement age.
Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.
While a lifesaver for some clients, they remain a high-fee trap for many.
On Thursday's <i>Breakfast with Benjamin</i> menu: John Bogle says retirement plans will suffer under active management fees. Plus: Cheap oil's fallout hits gold prices, media hype overstates the Fed's taper tap-out, and more.
Rates tumble as Federal Reserve's easy money policy keeps going
Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.
Monday's <i>Breakfast with Benjamin:</i> How leverage led the market sell-off. Plus: Riding wild markets all the way to the elections, the tragic economics of Ebola, using all the Roth tools, more scary theories from Robert Shiller.
Social Security and annuities make news, LPL's regulatory headaches continue, and the rest of this week's must-read stories for advisers.
Jordan Belfort, whose memoir “The Wolf of Wall Street” was turned into a film by Martin Scorsese, expects to earn more than he made as stockbroker this year, allowing him to repay the victims of his financial fraud, allowing him to repay the victims of his financial fraud.
Betterment founder and CEO Jon Stein says automation helps investors achieve better outcomes by taking irrational emotions out of the picture, improving returns and saving time.
Fights often arise when there are second families; even if peace reigns, putting your wishes on paper alleviates stress
