10 Best States for Retirement: 2015
Crime, weather and taxes factor into how the states stack up.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
King vs. Burwell: 5 Patches for PPACA if Court Cuts Subsidies
If the Supreme Court kills federal exchange subsidies, what happens on July 1?
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
Going Long, Staying Covered
Surveys have shown that many people either plan to delay retirement or aren't planning on ever retiring.
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Fidelity Merges Clearing and Custody Arms; Launches Tech Unit
The combination of National Financial and Fidelity Institutional Wealth Services is five years in the making. Fidelity Wealth Technologies will be led by Mike Durbin.
Elderly Spend Nearly 20% of Income on Health Care: EBRI
The average yearly out-of-pocket cost of health care for seniors 85 and older is $6,603 per household, according to a comprehensive national study.
LPL Beats Q4 Estimates, Tops 14,000 Reps
Earnings improved 9% on strong asset growth and RIA-related results, as well as lower compensation costs.