Could Stocks Save Social Security?
The Center for Retirement Research explores the potential of adding equities to the bonds held by the Social Security trust fund to boost yield.
Advisor Clients Bask in Glow of Financial Confidence: Study
Americans who work with a financial advisor not only feel well-prepared for retirement, but are also more financially confident overall, according to Northwestern Mutual.
Skip the Avocado Toast to Save for Retirement
If millennials really want to save a lot of money, they shouldn’t be buying McMansions with big green lawns and nice picket fences.
Advisors’ Top-of-Mind Concerns? Not Inflation
Advisors are not much concerned about inflation these days, but perhaps they should be.
31 Worst Paying College Majors: 2017
ThinkAdvisor narrowed down PayScale’s ranking of 336 majors and found that helping people can be a financially thankless job.
Millennials Are Top Savers, but Not for Retirement
For a majority of millennials, saving no longer has a retirement focus; it’s about financial freedom.
Betterment for Business Adds Ex-DOL Official to Advisory Board
A former BlackRock retirement strategist is also joining the advisory board of the firm's 401(k) division, and both newcomers are women.
Trump Signs Resolution Abolishing State Run Auto-IRAs
H.J.Res 66 stops states from establishing retirement accounts for private-sector workers who don’t have retirement plans at work.
From ‘Pedestrian’ to Personal: Giving Clients What Wirehouses Can’t
Cardan Capital, founded in part by ex-lawyers, broke away from Merrill and now helps women going through life transitions.
Beware the Working Retirement Tax Penalty
The question of how income from working in retirement affects the taxes of clients who are also claiming Social Security benefits is a tricky one.