Retirement Is ‘Life’s Most Expensive Purchase’
The average cost of retirement is 2.5 times that of the average house and 9 times more than the average cost of a college education.
Single Premium Deferred Annuities: One Size Does Not Fit All
An SPDIA can be a valuable retirement income product, but choosing the right SPDIA can’t be done using a one-size-fits-all approach.
House Votes to Block State-Run Retirement Plans
Two resolutions passed to roll back what GOP lawmakers say are "misguided" Obama-era rules.
Millennials Want to Make Wise, but Different, Money Decisions
Millennials need the same education older generations had, but how they use it will set them apart.
Who’s Up, Who’s Down in Latest Morningstar Ratings
Morningstar analysts have taken a fresh look at nearly 100 funds, giving just one an upgrade.
How Debt Can Help Your Clients Save More
Former wealth manager and book author Thomas Anderson says paying off debt too soon short-changes retirement savings.
5 Ways to Get Millennials Out of the House
An advisor explains how financial professionals can help young clients move ahead (and away from their parents' homes).
Middle-Income Retirees Least Likely to Prefer Annuities: EBRI
A report by EBRI breaks down who is most likely to buy annuities.
Could Private Equity Solve DC Plans’ Underperformance?
Defined contribution plans underperform defined benefit plans, which have utilized private equity for years, by 80 basis points annually.
Sen. Warren Grills Puzder in Letter on DOL Fiduciary Ahead of Hearing
Sen. Elizabeth Warren challenged the Labor secretary nominee to provide answers on how he'd handle the fiduciary rule review.