Most baby boomers, even those past retirement age, say they don't know much about Medicare, the federal health insurance plan for seniors. Their ignorance could end up costing them.
Almost one-third of U.S. employers are likely to stop providing health coverage for workers in 2014, when U.S. subsidies become available for people to buy individual policies.
The Census Bureau says fewer Americans relocated last year than in six decades. But those who did pick up stakes tended to move to states with either no personal income tax or relatively low overall rates. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20110915&Category=FREE&ArtNo=915009999&Ref=PH&Params=Itemnr=1>States with the highest tax rates &raquo;</a>
B-Ds get notice of pullback as job cuts in annuity unit are reported
There is now substantial literature on the behavioral economics of retirement saving, which has stressed that both behavioral and institutional factors play an important role in determining saving accumulations
As baby boomers retire in droves, financial advisers need to do a little studying up on Social Security before they start integrating the payouts into clients' financial planning
It isn't easy for advisers to illustrate financial concepts for clients, but Carl Richards does just that
The secret to increasing sales of variable annuities at broker-dealers and wirehouses has everything to do with insurers' speeding up the sales process and making information easier for brokers to find.
Paying for college is a big load for clients.To ease the burden, many enroll in 529 plans. But not all 529s are created equal. Here are the states with the worst college-savings plans. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&Dato=20110711&Kategori=FREE&Lopenr=711009999&Ref=PH>Penn State the most expensive public university &raquo;</a> | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&Dato=20110630&Kategori=FREE&Lopenr=630009999&Ref=PH>The 10 priciest private colleges &raquo;</a>
Two states, New Jersey and Maryland, levy both estate and inheritance taxes
The IRS is giving broker-dealers a chance to come clean on classifying independent contractors, but firms that fess up will take on the increased cost of following the letter of the law.
For advisers to the super-rich, devising their clients' investment strategies is no longer enough. Increasingly, they must protect wealthy families from themselves. <br><a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111109&Category=FREE&ArtNo=110909910&Ref=PH><b><i>IN Extra</b></i> 10 sketches every wealthy client should see &raquo;</a>
As Primerica Inc. prepares to add a fixed indexed annuity to its platform for the first time, the company faces the tall task of prepping its 82,000 representatives on the complicated savings product
Before they march down the aisle, engaged couples rarely discuss who'll pay the electric bill or how much to save once the knot is tied. Maybe they should.
Fed's tougher capital tests could throw a spanner into the works for buybacks as well
Competition fierce as number of millionaires in Asia set to double by 2015; plenty of offers on the table
Survey shows many workers will have to stay on the job years longer before they can afford to retire
Here are some examples of ways that financial advisers can help clients to reduce their tax burden.
With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers
