Displaying 7763 results
As indexed universal life sales climb, be sure to mind the risks
Advisers need to bear in mind that this cousin of traditional universal life insurance requires unique precautions.
Some taxpayers will pay more for online, do-it-yourself preparation
Having more willpower early in the season could save a few bucks.
Mass confusion over new Social Security rules
April 29 deadline applies only to file-and-suspend strategy, not spousal benefits.
Why bigger isn’t better when buying a house
There's plenty of evidence that it's not a great investment — and may even be a bad one in a recession.
Historical timeline of fiduciary duty for financial advice
1934 Securities and Exchange Act SEC commission in 1934 The law…
LPL eyes more fee-based variable annuities as fiduciary rule looms
Distribution of more variable annuities in an advisory rather than commission environment could play out as a result of Labor Department regulation.
Advisers who ignore ETFs are missing out on the product evolution, and so are their clients
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
Perez tries to win over Democrats skeptical of DOL fiduciary rule
With the Labor Department's fiduciary rule closing in on finalization, some lawmakers still question potential costs of implementing the measure.
Why Social Security can delay your retirement credits
Some Social Security beneficiaries must wait an additional year for full payment.
Ways to steady retirement goals during choppy markets
Utilizing a methodical system to review retirement goals can keep clients calm during the storm.
Timing of DOL study on retirement savings draws rebuke from senators
Two top Republican senators claim the fiduciary rule is premature when the agency is still studying how Americans save.
Donald Trump’s health care plan starts with repealing Obamacare
Breakfast with Benjamin Donald Trump's health care plans includes repealing Obamacare, along with six other points. It promises to be yuuge.
Women face a heavier financial burden from student loans
Women with loans end up paying more for college than men because they take longer to repay their debt, which accumulates interest over time.
Medicare, reverse mortgages and the complexities of retirement planning
There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today's world.
What Saints owner Tom Benson’s estate dispute could teach your family
The billionaire prevailed in a fight to continue to handle his own financial affairs. Find out how to protect your estate before a similar conflict erupts.
New IRA targets socially conscious millennial savers
Breakfast with Benjamin There's a new low-minimum IRA targeted to young investors who want their money invested in companies dedicated to sustainability.
3 essential personality traits for becoming a billionaire
New research conducted over two decades across the 14 largest billionaire markets in the world found stark differences between the billionaires “of old” and today.
Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule
Registered investment advisers are already held to a fiduciary standard by the SEC, but many envision higher costs and time spent on compliance-related tasks.
Peyton Manning’s happy retirement hinges on good planning, smart decisions
Athletes need to save during short careers to pay for long retirements.
Why the Social Security file-and-suspend strategy isn’t for everyone
Just because you are eligible, doesn't mean this claiming strategy is right for you.
