Displaying 175 results
Preparing retirees for QE tapering
There’s no question that the current investing environment is challenging for those -managing retirement portfolios. Stocks are hitting…
Social Security earnings limit clarified
B y now, most InvestmentNews readers know that collecting Social Security benefits before full retirement age while…
Higher earnings limit applies at 66
My recent column on how the Social Security earnings cap is applied during the first year of retirement…
Why you should stop your health savings contributions when Medicare begins
Medicare enrollment mandatory for Social Security recipients age 65+
Health care will take center stage
The implementation of the Affordable Care Act provides a perfect opportunity to discuss with clients how they will…
Prepare for the dreaded drawdown
Take steps now to soften the impact on your bottom line as your boomer clients spend their assets.
Coaxing boomers to keep investing
Advisers must convince clients they need assets besides cash and fixed income to sustain retirement
Designing 401(k)s that really work
When “Frontline” aired “The Retirement Gamble,” its controversial feature on retirement investing, it caused a firestorm of reaction…
Mary Beth Franklin: Change the conversation about retirement planning
Every financial adviser knows that one of the best ways to minimize investment risk is to diversify among…
Flexibility key to retirement planning
A safe withdrawal rate changes with market conditions and the lifestyle goals of the client
On Retirement: Fewer, better retirement income designations needed
I applaud the Consumer Financial Protection Bureau’s recent report warning that the proliferation of sometimes-questionable senior certifications and…
Options abound for income-seekers
With rates at historic lows, investors can't rely only on bonds but also must look at equities
How to figure out a retirement budget
Breaking down expenses into essential and discretionary needs is a start to arriving at "the number'
Seeking income in a low-rate world
Dividend-paying stocks, bank loans, short-term Treasuries also can provide an inflation hedge
Congress gives Roth 401(k)s new life
As the curtain came down on 2012, most investors assumed that with it went the best opportunity for…
Why singles should not claim Social Security at 66
New research refutes conventional wisdom.
Five ways to strengthen the 401(k)
As the nation’s retirement population continues to grow, 401(k)s have become a target of critics who contend that…
The case for fixed-indexed annuities
So far this year, somewhere around $34 billion worth of fixed-indexed annuities have found their way into Americans’…
Health care planning a key element
Few issues in American life generate higher anxiety than rising health care costs. This year's presidential election, for…
