Advisors Who Serve(d) Tell Their Stories: Fourth of July, 2015
In the second part of our latest slideshow honoring advisors who served in the armed forces, we present 17 veterans deserving recognition.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Academics and Retirement : What Makes Them So Smart?
University and college faculty and staff can certainly be a brainy bunch. But when it comes to retirement preparedness, they are absolutely at the head of the class.
Fiduciary Best Practices: Talking to the Mailman in Kansas City
While our Best Practices are crafted mainly to help investors evaluate financial professionals, they also serve a larger purpose.
Side-Stepping SEC and DOL, 11 Fiduciary Best Practices for Advisors Are Proposed
Institute for the Fiduciary Standard's Knut Rostad says these practices can be used by advisors to counteract D.C. gridlock on fiduciary and “investor misperceptions.”
The $500 Divorce: Kotlikoff’s New Service Offers Financial Balancing Act
Gadfly economist and Social Security expert Laurence Kotlikoff says service will enable divorcing couples to maximize their financial outcomes and limit financial feuding.
Kotlikoff: Investors at Risk of Wipeout, SIPC a Fraud
Economist Laurence Kotlikoff says all Americans should close their brokerage accounts immediately because of what he calls a massive insurance scam by the SIPC.
Replace Social Security or Fix It?
Just as advisors understand that past performance does not guarantee future returns, Larry Kotlikoff argues Social Security's past success does not indicate its current viability.
Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
Are Boomers Headed for Retirement Disaster?
Michael Finke crunches the numbers — and assesses the wild cards — of the retirement savings problem.