CBO: Social Security, Medicare to Eat Up More Federal Spending
Entitlement spending for people 65 and older is on track to be “about half of all federal noninterest spending” by 2047, the CBO says.
Senate Moves to Block Retirement Plans Run by States, Cities
The action follows resolutions passed in the House to roll back what GOP lawmakers say are "misguided" Obama-era rules.
FINRA to Protect Senior Investors With 2 New Rules
FINRA says temporary holds and extra contact information are critical to preventing financial abuse.
IRS Issues Excise Tax Relief Related to DOL Fiduciary Rule
The guidance syncs IRS’ enforcement of excise tax rules on prohibited transactions with DOL's temporary enforcement policy.
12 Worst Financial Advisors in America: 2016
Oh, the web those scammers weave to get a fast buck. Here are some of the dirtier dozen from 2016.
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.