A happy ending for financial advoiser who wanted to set up an online account
But don't expect to collect a spousal benefit in the interim
Regulators today fired a warning shot about the sale of inappropriate products to veterans seeking to qualify for military pensions. One report says some advisers have been prospecting in assisted-living facilities.
First state-run pension program for nongovernment workers targets firms that don't offer 401(k)s
Ways and Means boss backs comprehensive reform — but not hiking rates
Stan Druckenmiller says rising entitlement costs, unsustainable spending will have dire consequences.
Insurers didn't seem overly interested in tweaking their VA offerings in 4Q. Instead, they tinkered with the fees.
Advisers now questioning value proposition for products
Promised health care benefits for 10,000 on the cutting block; 'rug pulled out from under you'.
Research shows plan sponsors turn to referrals from peers to find advisers with whom they would like to work, rather than responding positively to cold calls
Timing is key to wringing out the most dollars; magic number
Factoring a child's benefit into claiming strategy can boost family income
Social Security survivor benefits usually continue after late-in-life remarriage
Advisers can snag accounts, they just can't pitch for them