12 Best Cities for Successful Aging: 2014
There's more to a good place to retire than a sunny climate. The Milken Institute's 84-factor ranking yields some surprising findings.
How Behavioral Biases Affect Social Security Claiming Strategies
With Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.
10 Scariest States Ranked by Pension Promises
If the nation had an actuary-in-chief examining state pension systems, he'd have to declare the state of the states “bleak.”
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
Target-Date Funds’ Distorted Investing Strategy: Research Affiliates
Researcher Noah Beck says there’s a much better portfolio strategy to use than target-date funds’.
Top 9 Investor Threats for 2015: NASAA
State regulators are seeing classic threats to investors “morph into new or altered dangers, many fueled by the Internet,” says NASAA’s president.
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and Trusts
An advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
Advisors, Don’t Retire at 65: SIFMA Panel
One way to ease the talent crisis is to encourage older advisors to stay in the business longer, panelists said.
Managing Risk to Create Retirement Income
At Schwab Impact, Milliman execs discuss how they help advisors manage the risks clients face when it's time to tap their retirement portfolios.
Why NASAA Is Leading the Charge Against Elder Fraud
At least one-third of the enforcement actions initiated by state securities regulators involve senior investors, and NASAA is tackling the issue head on.