Results for "retirement"

Displaying 4,026 results

Sort: Date | Relevance

Author:

Women in two-income households face greatest retirement risk

July 16, 2019

For years, I've been writing about the retirement challenges that women face as a result of their longer average lifespans, lower lifetime earnings and the fact that most women end up alone as a result of divorce, widowhood or never having married....

The case for widening the RPA business model — and how to do it

June 28, 2019

Positioning advisory firms for today's competitive environment The following is an excerpt from the Voya Financial Advisors and InvestmentNews white paper — Building a Balance: Scaling your business to serve plan sponsors and wealthy clients....

Edelman Financial Engines losing COO John Bunch

July 11, 2019

Edelman Financial Engines chief operating officer John Bunch is leaving the firm — and the financial services industry altogether, according to an update on his LinkedIn page. Mr. Bunch recently updated his social media profile to indicate...

Why healthy clients need to save more for retirement

July 8, 2019

Here's a counterintuitive thought: Healthy clients are likely to have higher medical costs in retirement than their less-healthy counterparts. Why? Because they are likely to live longer than average, and health-care costs tend to increase at...

Retirees lose $3.4 trillion by claiming Social Security too early

June 28, 2019

Despite all the talk about the value of maximizing Social Security benefits, it seems few retirees are listening. The fact that only 4% of retirees wait until age 70 to claim their maximum retirement benefits is not news. What is noteworthy,...

Confusion around Medicare enrollment

June 28, 2019

Sifting through my inbox, I've noticed an uptick in questions about when and how to enroll in Medicare. The source of most of the confusion relates to clients who continue to work past age 65. Medicare Part A, which is free to most retirees,...

Special Social Security rules for public sector employees

June 12, 2019

Questions from readers about Social Security rules and strategies seem to come in waves. The latest tsunami involves Social Security rules for public employees, their spouses and survivors — a total of about 2.5 million people. Although participation...

How to suspend Social Security benefits

June 19, 2019

I often counsel readers about the option of suspending their Social Security benefits as a way to increase their future payouts. One reader had a simple question: How could he do it? "I claimed Social Security at 62 and I will turn 66 in December,"...

Terminal diagnosis affects Social Security timing

June 5, 2019

I received a heartbreaking email from a reader the other day asking for advice on when he should claim his Social Security benefit given his recent diagnosis of stage 4 lung cancer. He is 61 and no longer working. His wife is 62. "[My wife]...

Meet our new retirement columnist

March 20, 2019

Most nights I go to bed thinking about retirement planning. Sometimes I dream about retirement planning. And typically, I wake up thinking about retirement planning. To be honest, I have become a bit obsessed with personal financial planning...

An update on the 4% rule

February 4, 2019

Those of us who have been in the financial advisory business for years can sometimes take established rules of thumb for granted – so much so that the nuances of such guidelines may get lost. Take the 4% rule. When I started talking more about...

Widows, widowers and Social Security

May 1, 2019

I've seen an uptick in questions from financial advisers about their widowed clients and what happens to their Social Security survivor benefits if they remarry. The good news is that surviving spouses have more claiming options than other types...

No retirement for elderly Americans

January 23, 2019

Traditionally, Americans could look forward to a comfortable retirement. After four decades in an office or a factory, sometime in their 60s they would lay down their burdens and enjoy a final couple of decades with time to relax, spend time...

Future retirees often overestimate Social Security benefits

May 8, 2019

Chalk it up to wishful thinking, or merely misinformation, but many future retirees overestimate how much they are likely to receive from Social Security, according to an annual survey released Wednesday by the Nationwide Retirement Institute....

Hints about Social Security COLA and Medicare premiums in 2020

May 6, 2019

Buried in the recent Social Security and Medicare Trustees' Report were some hints about next year's projected cost-of-living adjustments for Social Security benefits and likely increases in Medicare premiums for 2020. The fact that the Medicare...

Dealing with widows requires empathy and patience

May 23, 2019

I often write about the need to protect clients from the financial risks of living too long, but last week I was reminded that not everyone is blessed with long life. My husband Mike decided to accompany me on a trip to Chicago last week for...

Consolidation alters RPA space

May 18, 2019

As consolidation in the retirement plan adviser space continues to heat up, financial advisers who have carved out a niche pairing retirement plan sponsors with plan providers could begin to see radically altered business dynamics. During a...

10 largest RIA aggregators focused on defined-contribution plans

May 18, 2019

Firm Total D-C assets 
overseen by network advisers ($B) Number 
of D-C 
advisers* Primary 
contact Business 
model Captrust** $256 102 Rick Shoff Managing director Raleigh, N.C. (215) 499-3361 rick.shoff@captrust.com Acquisition RIA:...

Why the RIA market is so dynamic right now

May 18, 2019

Although the acquisition of wealth and retirement advisory firms has been occurring for many years, today's climate has become much more dynamic. The market for independent registered investment advisers has become one of the faster growing...

Are record keepers friend or foe to 401(k) advisers?

May 18, 2019

As they introduce new products and services, record keepers of defined-contribution plans are infringing on 401(k) advisers' traditional turf and threaten to lure away clients. Many retirement plan advisers and executives at large retirement-focused...

Next Page »

1 | 2 | 3 | 4 | 5 ... 202

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.