Advisor Advice Dilemma: Paying off Debt or Saving for Retirement?
Conventional wisdom says that paying off debt is all but a must before retirement.
Planning For End Of Life Costs
The last few months are usually more expensive than the preceding years, and unexpected long-term care events and uncovered medical services can easily wipe out savings and inheritances.
Helping Millennials Plan Ahead
Given the already rising costs of long retirements, millennials will need to start saving as soon as possible to realize their goals.
Is Out of State Retirement Right for Your Clients?
Your clients may have most of their ducks in a row – retirement accounts, life and health insurance, Social Security and asset draw-down strategies – but have they decided for sure they'll be staying in place?
Retirement Planning and Obama’s 2016 Budget
While backers say the budget will make it easier to save for retirement, experts have mixed opinions on its potential effects on seniors.
Will The Average Retirement Age Increase?
Regardless of the official retirement age, more workers are planning to stay on the job longer.
Addressing the Retirement Needs of Widows and Widowers
According to the US Census Bureau, 14 percent of unmarried American citizens are widows or widowers.
Protecting Your Clients’ Portfolios From Unpredictable Expenses
With growing life spans, rising costs of living and the death of corporate pensions, retirement has become unprecedentedly expensive.
Majority of Medicare Advantage Enrollees Switching From Traditional Medicare
A majority of seniors who enrolled in Medicare Advantage between 2006 and 2011 actually switched from traditional Medicare, a change most common among 65- to 69-year olds.
Should Congress Mandate Retirement Plan Auto-Enrollment?
Is a nationwide mandate for private employers' auto-enrollment on the horizon?