Financial Literacy Falling Among Military Families
A report released in February found that the general population scored higher on a financial literacy test than military households.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
Going Long, Staying Covered
Surveys have shown that many people either plan to delay retirement or aren't planning on ever retiring.
Dirty Drugs: The Next Frontier in Health Care
Scientists are looking for new and better antibiotics from bacteria found in dirt.
While Waiting for Social Security, Whither Retirement Income?
William Meyer of Social Security Solutions discusses where clients who delay benefits until 70 should draw income in the meantime.
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability issues.
The Third Rail of American Politics Is Live
The Congressional Budget Office's economic outlook for the next 10 years, released in late January, found that the federal deficit will balloon to 4% of GDP by 2025 from 2.8% today, thanks in large part to entitlement programs like Social Security.
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Are Investors Biased Against ‘Foreign Sounding’ Money Managers?
Study shows funds managed by people with more familiar, American-sounding names bring in about $133,000 more in fees annually.