Maxing Out a 401(k) Is Not Always a Client's Best Bet
Why isn't the 401(k) the best investment vehicle for some pre-retirees?
New Year’s Considerations for Retirement Planners
There are major considerations pre-retirees will need to make as they plan, save and invest in 2015.
Retirement Tips for Self-Employed Clients
Self-employment is on the rise, and today's small-business owners have more assets to invest, and therefore protect, than ever.
Guaranteed Income Sources Gaining Ground for Retirement Planning
Market volatility and lingering fears from the 2008 financial crisis seem to be pushing many retirement-minded workers towards historically high investments in guaranteed income products
Employees Not Planning for Longer Life Spans
The rate at which workers save for retirement has remained static over the past few decades as life expectancies have risen.
How to Weather the Looming Retirement Crisis
At a time when people are living longer, maintaining high standards of living and still hoping to leave work in their 60s, retirement is more expensive than it's ever been.
Families Find Caregivers in Increasingly Short Supply
As the popularity of professional long-term care services grows among seniors, so does the need for informal assistance from adult children and other family members.
Proposed Legislation Could Boost Benefits for Social Security Beneficiaries
If passed, the Social Security 2100 Act will provide a 2% benefit increase beginning in 2015, set the minimum benefit 25 percent above the poverty line and raise the threshold for the combined payroll tax.
Setting Realistic Goals for 21st Century Retirement
Many early and pre-retirees maintain unrealistic expectations regarding the lifestyles they'll be able to maintain.
Social Security Benefits to Rise 1.7% in 2015
In 2015 Social Security benefits will rise by 1.7 percent per the annual cost of living adjustment (COLA), affecting more than 58 million beneficiaries.