A Tale of Woe: Boomers Trying to Build a Retirement Nest Egg
Eight in 10 boomers don't know the amount of pre-retirement income they’d feel comfortable living on into their golden years.
25 Best Countries for Retirement Security: 2016
Is the U.S.A. number one? Not even close when it comes to its retirement system, according to Natixis.
ABLE Accounts Yield Tax-Preferred Special Needs Savings
ABLE accounts represent a valuable tax-preferred planning tool for disabled individuals, but they are just one piece of the puzzle.
10 Best Cities for Millennials to Live
Taking into account job opportunities, access to nightlife, affordable housing and cost of living, these 10 locales are where millennials should look to live.
Student Loan Delinquencies Climb Despite Economic Recovery
Student loans are the only consumer debt sector where delinquencies are higher now than they were during the financial crisis, according to a new report.
Recruiting Roundup: Dynasty, LPL Affiliates Add Advisors
Meanwhile, Akron, Ohio-based Sequoia Financial Group says it is merging with RAV Financial to form a team with $3 billion in assets.
Best Age to Start Claiming Social Security? It’s Really a Gamble
It’s a hard question to answer, but one more question to ask yourself: When do you expect to die?
States Roll Out 529 Plans for Disability Expenses
Following the passage of the ABLE Act in December 2014, several states have authorized plans similar to the college savings vehicles to cover disability-related expenses.
HSAs, Medicare and Social Security: Avoiding Tax Penalties
Once eligible to receive Medicare benefits, a client can no longer contribute to an HSA, but the story doesn’t end there.
Top 4 Reasons You Better Discuss Social Security With Clients
Among them, the risk of losing clients who would rather switch to an advisor who will.