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COBRA considerations when Medicare-eligible
Clients may not realize the need to combine them
Friends are OK, as we cruise toward retirement
Author conducts her own focus group among peers.
Affluent retirees flock to The Villages, fastest-growing metro area
This Florida retirement destination has a carefree lifestyle and lots and lots of golf carts.
Nearly half of retirees wish they had retired earlier
But savings gap may force future retirees to work longer.
Discover your own freedom threshold in retirement
Downsizing is a myth, one study finds: A third of retirees bought bigger houses.
Ed Slott, Ed Slott & Co.
Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.
Inflation, rates and retirement income: A primer
Economist Robert J. Froehlich runs down the outlook
Dispatch from the retirement front
InvestmentNews contributing editor gives an update on how life has changed since her husband retired.
Five pieces of good news about retirement
Take a break from the worry and self-flagellation to enjoy the brighter horizon ahead.
How long must clients be married to collect Social Security on each other? It depends
Rules differ for those currently married, widows/widowers and the divorced
Retirement confidence edges up from record lows
Annual EBRI survey credits higher stock, home values.
Mary Beth Franklin: Does LTC insurance still make sense?
Costs for long-term-care insurance are headed for the stratosphere. Mary Beth Franklin says alternative strategies may be a better deal for some clients.
On retirement policy, don’t mess with success
To start scrapping savings incentives would undermine the foundation of our retirement system, risking wider damage
Mary Beth Franklin: Talk health care to clients — or lose them
New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic
Centralizing retirement accounts
Investors and financial advisers often speak different languages when it comes to retirement income. Most advisers are preoccupied…
Retirement agenda set to take a backseat in gridlocked Congress
The split in control of Congress means that legislative gridlock will shift the lead on pension issues to executive-branch agencies over next two years, pension industry lobbyists said.
Helping retired clients get back to work
Many of your retired clients are discovering that their accumulated savings are insufficient to meet their current expenses, which translates into a need for more retirement income.
Fast Track: GoldK, out to tap adviser vein, hires a veteran from Putnam
For those financial advisers who haven’t yet realized it, there is gold in the 401(k) marketplace. At least…
