Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement
New white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
New DOL Fiduciary Rule Will Hurt Retirees, Panelists Say
While consumer advocates favor compelling brokers to act in a client’s best interest, much of the financial lobby is dead-set against them.
American Funds Fights Active Management ‘Misperceptions’
Decades old, the debate over passive investment strategies vs. active isn’t about to die down anytime soon.
Self-Directed Investments for Divorcing Clients: What Advisors Should Know
Many clients who receive retirement assets from an ex-spouse choose to invest them in a self-directed account. Here's how advisors can help manage those assets.
HSAs: The Next Big Thing in Retirement Planning?
Plan sponsors are starting to see HSAs as investment vehicles, not just cash balances used to pay out-of-pocket medical costs.
Retirement Safety Net Combines Variable and Deferred Income Annuities
Clients can reap the benefits—at a better price point—of market participation and income guarantees by combining a variable annuity with a deferred income annuity.
Stimulus Bets Send S&P to Biggest About-Face Since 2011
Equities slumped on Thursday amid concern over Europe’s economy.
Surviving Breast Cancer: 3 Ways to Reorganize Your Finances
The burden of the extra costs that cancer survivors face after treatment can be mitigated by a financial advisor.
1 in 4 Gen Yers Trust ‘No One’ for Financial Advice
People starting their careers often don’t know whom to trust for advice, so many don't turn anywhere, Fidelity found.
20 Best & Worst States for Pension Funding
Data from S&P shows the health of public retirement funds.