Single Parents Choose College Savings Over Retirement
Single parents face "tremendous pressure" to balance college and retirement savings, Allianz says.
Better Benchmarks Through Behavioral Finance?
New understanding of behavioral finance means many one-size-fits-all benchmarks are outdated, Natixis and MIT researchers say.
Minimizing the 3.8% Medicare Tax From Retirement Account Distributions
Advisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
Bike Safety: Why Some Clients Might Need Additional Insurance
Yes, you read that correctly. Bicycles. If you or your clients are under the impression that an auto, renter's or homeowner's insurance policy is an adequate way to cover today's bikes—particularly the sleek and expensive models favored by serious enthusiasts—think again.
Most Americans Don’t Understand Annuities
The good news for the annuity industry: most Americans would consider the fixed income products to finance some aspect of their retirement.
Want to Live to 100? 4 Things You Need to Know
BMO Harris studies the long-living population of a Greek island and teases out four keys to successful longevity.
Top 20 Cities With Most Millionaires
Tax havens and banking and financial centers have the largest shares of wealthy residents.
I Was a 401(k) Robo-Advisor and Didn’t Know It
There are straightforward ways to work with new and existing clients — and technology — to boost your business.
10 Best & Worst States for Retirement
Taxes, sunshine and health care are among Bankrate's critera for picking a good place to retire.
5 Longevity Annuity Questions and Answers
QLACs are a complicated mash-up of IRA and annuity rules, and clients may need substantial help in understanding their key provisions.