When to Take Social Security: A Breakdown by Marital Status
T. Rowe price runs the numbers to find the best benefit claiming strategies for singles, married couples and divorcees.
Retirees Suffer as 401(k) Rollover Boom Enriches Brokers
A three-month Bloomberg investigation found that former employees at major companies say sales reps lured them into rolling their 401(k)s into unsuitable investments.
Advisors See ‘Slow and Steady’ Growth Through Year-End: SEI
The SEI survey on economic outlook also polled advisors on tech use; advisors overwhelmingly named one social network as most effective.
Employers Need More Education on Benefits of Financial Wellness for Workers
Employers could be doing more to help their employees’ allay financial stress, a survey of business owners and professionals found.
HSAs: An Unconventional Retirement Income Planning Tool
The health savings account can actually function as a powerful retirement income planning vehicle for clients looking to supplement their retirement savings.
5 Most Honored 2014 IA 25 Honorees
As a testament to their enduring influence, several of our current honorees have been here before.
20 Best & Worst States for Military Retirees
A WalletHub study determines the best places to retire from the military, even if you don’t retire from working.
Annuities + LTC: Does the Rider Fit?
For the right client, combining LTC insurance with an annuity can be the right call to protect against future long-term care expenses.
Making Bonus Depreciation Permanent to Be Debated by House Panel
Making bonus depreciation permanent “is the best option to spur investment, lift wages, grow the economy, create jobs and increase federal revenue,” says Tax Foundation.
Michael Finke, Financial Planning’s Professor: The 2014 IA 25 Profile
“Our hope is to build a set of research-based best practices through our own research,” Finke told IA.