Morningstar, ARA Deliver Fiduciary Education Program
The program "sets a new standard for fiduciary practices that goes beyond the mere letter of the law," says ARA head Brian Graff.
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.
Net Unrealized Appreciation Could Yield a Pleasant Tax Surprise
For some employees holding company stock who leave their job, there's an alternative to rolling their 401(k) into an IRA.
Mix Roth, Traditional 401(k)s for Better Outcomes
Ever since Congress created Roth accounts, savers have faced this quandary: Roth or traditional?
New FAFSA Rules Create New College Financial Aid Strategies
Student loan rates are lower and FAFSA rules have changed, which creates new opportunities to maximize financial aid.
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.
Private Student Loan Delinquency Rates Decline
Delinquency and charge-off rates for private student loans are the lowest since before the 2008 financial crisis, according to new research.
401(k) Fees Attracting More Attention — From Lawyers
Here’s a term you really don’t want used to describe your 401(k): “One of the most expensive plans in America.”
Millennials and Attorneys Make the Same 4 Financial Mistakes
Many successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.