Helping Clients Recover Their Retirements: Pt. 1
This column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
7 Top Online Brokerages: Kiplinger
Kiplinger ranks firms based on commissions, investment choices, tools, research, ease of use, mobile access and advisory services.
Retiring This Year? Here’s What You’ll Pay for Health Care
Fidelity's annual cost estimate shows health care costs are up 70% since 2002, though the year-over-year increase is smaller.
New Solutions for Familiar Retirement Challenges
During a recent class on investing basics she taught to a group of women, Kristen Euretig, a financial advisor in Brooklyn, New York, was asked many questions about 401(k) plans.
Don’t Use Reverse Mortgages to Fund Social Security Delay, CFPB Warns
The consumer watchdog explains why reverse mortgages shouldn’t be used to fill the income gap while delaying Social Security.
How Wall Street Gets Rich Off Savers
A recent study on investment consultants to retirement plans should give the industry pause.
Financial Stress Could Cost Employers Up to $250B in Lost Wages Annually
Employees spend 5 to 13 work hours per month worrying about personal finances, Mercer reports.
Treasury Bill Rates Surging as Debt-Ceiling Deadline Approaches
Rates jumped after Trump threatened a government shutdown to get Congress to pay for Mexican border wall.
Fiduciary Rule Is Squashing Annuity Surrender Charges
The new fiduciary rule has had a big impact on the market for financial products — and some buyers of annuity products may benefit.
12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
Sometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.