Under the Hood: Life Expectancy and Financial Planning
To make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
El-Erian Tells Investors to Sell Stock
The Allianz economic advisor sees a bumpy road ahead and warns investors to keep some "dry powder" on hand.
10 Best States Ranked by Pension Promises
Even the soundest state pension plan is just two-thirds of the way toward accumulating assets sufficient to pay its retiree obligations.
In a First, Plan Sponsors Say Top Priority Is Retiree Outcomes
Retirement plan sponsors are taking a greater interest in their participants’ retirement outcomes, according to Fidelity’s fifth annual Plan Sponsor Attitudes survey.
Well-Off Women Gain Investing Prowess, Relish Making Money
The vast majority of affluent American women in a new Wells Fargo survey said they “enjoy making and accumulating money.”
10 Job Skills Employers Want From College Grads
What employers are looking for is not so much a specific major but a set of skills that are sorely lacking in the job market.
IRS Pushed to Crack Down on ‘Mega IRAs’
GAO report offers recommendations to IRS on reining in large retirement accounts with hard-to-value assets.
Just 35% of Pre-Retirees Turn to Advisors: TIAA-CREF Survey
Even fewer of those polled say they have calculated their retirement income needs.
12 Best Cities for Successful Aging: 2014
There's more to a good place to retire than a sunny climate. The Milken Institute's 84-factor ranking yields some surprising findings.
Senator Says Spending Bill Ready Soon, Vows to Fight Social Security Cutters
Senate Appropriations head Barbara Mikulski sees the incoming GOP-controlled Congress as likely to reduce the number of Social Security field offices.