How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement Projections
These are the key findings from Financial Finesse's 2016 Year in Review report.
Lipper Names Top Fund Managers of 2017
A variety of groups top the overall categories, but two groups dominate in target date allocation.
Top 5 Industries With the Best 401(k) Plans
White-collar workers tend to have better plans than blue-collar ones, but there are outliers, Judy Diamond finds.
Advising Clients on Social Security: Talking Points, Part 5
This fifth and final installment will discuss Social Security provisions relating to Public Employees along with the taxation of Social Security benefits.
Advising Clients on Social Security: Talking Points, Part 4
In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
Investor Optimism Climbs to 16-Year High: Wells Fargo/Gallup
The last time investors were so optimistic in this survey was November 2000, when the tech boom was ending.
Another Casualty of Bad Retirement Planning: Worker Productivity
EBRI’s latest retirement survey found that lack of planning comes with more stress and less productivity.
Advising Clients on Social Security: Talking Points, Part 3
This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the “Three-Legged Stool.”
Labor Nominee Vows to Toe Trump Fiduciary Line
Criteria set out in Trump order “really regulates and determines the Department of Labor’s approach to the fiduciary rule,” R. Alexander Acosta told senators.
Two in Five Americans Say They’ll Need $1M to Retire
A new survey finds our expectations at odds with the financial reality of today’s retirees.