Marines, Lacking Financial Planning, Get Hand From Ex-Army Officer
Advisor David Block offers pro bono help in retirement planning, avoiding heavy debt and steering clear of scams that target service members.
More Scholarships, Fewer Loans Financing College: Survey
In addition, more students are working during the academic year or on breaks to help pay for college, Sallie Mae reported.
Best Age to Start Claiming Social Security? It’s Really a Gamble
It’s a hard question to answer, but one more question to ask yourself: When do you expect to die?
DOL Fiduciary Rule May Need Some Tweaks: Borzi
DOL won't make big changes but will clarify some matters with additional guidance, says the rule's main architect, Phyllis Borzi.
The Declining Retirement Age Is Dead
The average retirement age has declined dramatically over the last 100 years, but that trend may not continue.
Congress Moves Closer to Expanding MEP Access
The private sector is showing an uptick in interest in multiple employer retirement plans, according to testimony at a bipartisan roundtable.
Beyond 401(k)s, Merrill Boosts Offerings to Corporate Clients
The wirehouse has created a new executive post to increase banking, wealth management and "financial wellness" services for corporate clients and their employees.
How Supreme Court’s Same-Sex Marriage Ruling Changed These 6 Areas
Here are six areas, in finance, law and insurance, that have seen big changes in a year since the Supreme Court’s ruling on same-sex marriage.
5 Challenges Facing the Next Wave of Retirees
With 92% of financial advisors’ clients 40 or older, there is plenty of demand for retirement planning, IMCA says.
Who’s Tracking IRA Basis? Enter the Advisor
Rollovers, conversions, nondeductible contributions and inherited accounts can all impact how distributions are taxed.