Easing the Looming Retirement Crisis: “Falling Short” Co-Author Offers His Insights
Life longevity is adding to an already major income gap between what most retires will need and what they are able to save.
Huge Wealth Transfer of $16 Trillion Estimated in Next 30 Years
Plan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.
Can the Social Security Trust Fund Survive?
Understanding how the Social Security program works is key to dispelling fears and avoiding bad claiming decisions.
The Trouble With Investor Optimism
Retirees’ growing confidence has downsides.
2014 Advisor Hall of Fame
Now in its 24th year, Research magazine's eagerly awaited benchmark of industry excellence honors five.
How Behavioral Biases Affect Social Security Claiming Strategies
With Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.
3 Ways to Boost Impact Investing, Spur Millennial Investors
Wealthy millennials are twice as likely as their grandparents to use their investments for social impact.
Can This Pension Bailout by the Government Be Avoided?
The Center for Retirement Research estimates that about 35% of multiemployer retirement plans will exhaust their assets over the next 30 years.
Gen X Retirement Worse Than Boomers’? Check Your Math, Says EBRI
EBRI recently challenged studies from Pew and the Center for Retirement Research that concluded Gen Xers’ retirement prospects were in worse shape than baby boomers'.
Half of Households Risk Inadequate Retirement Income
A study from Boston College says the average family needs to save 15% of income for retirement, a hurdle most aren't meeting.