Clients Need a Medicare Plan, and You Can Help
If financial advisors strive to develop the most comprehensive retirement plan for their clients, the consideration of Medicare is also vital.
Alicia Munnell Examines 6 Ways to Boost Retirement Savings
The Bipartisan Policy Center lists some ideas, but one proposal in particular "severely limits the usefulness of the document," retirement scholar Munnell says.
Mix Roth, Traditional 401(k)s for Better Outcomes
Ever since Congress created Roth accounts, savers have faced this quandary: Roth or traditional?
Top Portfolio Products: Morningstar Adds Global Risk Model
Morningstar's risk model evaluates more more than 40,000 stocks and 10,000 equity funds to help investors understand potential risks and returns.
15 Worst US Cities for Retirement: 2016
Some cities, even those loved by younger residents, make life difficult for retirees or just don't have much to offer them.
Gen Xers, Boomers Struggle With ‘Evolving Realities’ of Retirement: AARP
More than half of Gen Xers and boomers say they don't expect to retire at all, according to an AARP survey.
401(k) Participation Up 19% From 2011: Wells Fargo
Employees’ income, job tenure and age can play a significant role in their retirement savings.
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?
Parents Saving for College Trumps Retirement: HSBC Survey
A survey from HSBC highlights the lengths to which parents will go to put their kids through school.
Female Clients Shun Wall Street; Indies, Step Up!
The brokerage industry says it will cost billions and take years to make the changes women want. Independent advisors can start making them tomorrow.