Free from big mortgages, they say downsizing has won them economic freedom.
Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same. Mary Beth Franklin calls the addition of claiming strategies to retirement income tools a possible game changer.
Analysts optimistic as long as insurers watch the credit quality of investments and rates rise gradually.
As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.
Show Me State's action follows heightened regulatory scrutiny.
Advisers and investors need to be fully aware of contract terms to explain nuances, answer client questions.
APS, a third-party administrator, allegedly caused investors to lose $22 million
More than half of working retirees report taking a break from work when they first retired, as Mary Beth Franklin's husband plans to do.
Spending $125,000 now could earn you $40,000 a year after you're 80.
Here's how to lower that extra, hidden cost: The secret is a like-kind exchange, but using one to save in the art market is a little more complicated than using one in the real estate world.
Today's <i>Breakfast with Braswell</i> covers investors missing out on the Dow's latest rally, another gender bias suit hitting Wall Street, and much more.
There are remedies, but your clients may not like them.
Survey shows many retirees wish they had waited to begin taking benefits.
In today's <i>Breakfast with Benjamin</i>, Finra and the SEC's mixed messaging over how much badly-behaved brokers need to disclose stirs up new discussion, plus more on Millennials, Obamacare and the Ukrainian conflict.
With different rates in different states, these under-the-radar taxes require close scrutiny of annuities contracts to avoid hidden surprises.
A trade group's study says tough competition between fund managers is driving fees down &mdash; but investors still may not be getting a good deal. Compare your fees to the averages.
New taxes on foreign bank accounts and investments aim to limit tax evasion, but at what cost?
On Friday's menu: Inflation without wage growth: Cause for concern? Plus: The Fed has painted itself into a corner, consumer stocks are likely to take a hit, bracing for Treasury yield volatility, silver outshines gold in June, and how to live to be 100.
New annuities offer uncapped exposure to equities plus downside protection. "It's been a game changer," one exec says.
Risk management, asset allocation features appeal to younger investors, study finds.
