Under The Hood: Medicare Parts A, B, C and D—What You Need to Know, Pt. 1
A primer on the four different parts of the Medicare system and their origins, growth, options and cost.
5 Big Life Events Driving Clients to Seek Advice
People who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
Top 5 Retirement Expectations of Boomers
Baby boomers are retiring in droves. In five charts, here are their expectations for the future, according to IRI.
4 Ways Advisors Can Help Single Parents Plan for Retirement, College
Saving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.
Single Parents Choose College Savings Over Retirement
Single parents face "tremendous pressure" to balance college and retirement savings, Allianz says.
Better Benchmarks Through Behavioral Finance?
New understanding of behavioral finance means many one-size-fits-all benchmarks are outdated, Natixis and MIT researchers say.
Minimizing the 3.8% Medicare Tax From Retirement Account Distributions
Advisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
Bike Safety: Why Some Clients Might Need Additional Insurance
Yes, you read that correctly. Bicycles. If you or your clients are under the impression that an auto, renter's or homeowner's insurance policy is an adequate way to cover today's bikes—particularly the sleek and expensive models favored by serious enthusiasts—think again.
Most Americans Don’t Understand Annuities
The good news for the annuity industry: most Americans would consider the fixed income products to finance some aspect of their retirement.
Want to Live to 100? 4 Things You Need to Know
BMO Harris studies the long-living population of a Greek island and teases out four keys to successful longevity.