A Great (and Impossible) Plan to Fix Retirement
Economist Teresa Ghilarducci’s plan to fix the retirement crisis is to figure out what’s needed, and work backward from there.
Going Independent: Several Choices, Several Solutions
Here's how to navigate the numerous options available for a dramatic career shift.
Some Americans Would Rather Clean Toilets Than Pick a Health Plan: Survey
Aflac study finds that most people spend less than 30 minutes researching health benefits; advisors can help change this.
What Small-Business Owners Need Most From Advisors
Advising small-business owners is complex but can be lucrative, Dan Prisciotta of Lincoln Financial says.
Brigitte Madrian’s Power of Suggestion — and How It Improved Retirement
The Harvard economist won the 2015 Achievement in Applied Retirement Research Award for showing how to boost 401(k) participation.
How Much Income Do Retirees Really Need?
Do percentage-based rules of thumb for replacing pre-retirement income — say, 80% — make sense? Michael Finke weighs in.
Now You Can Get Married, Gay or Not. Here’s What You Gain — and Lose
Now that same-sex marriage is legal nationwide, gay couples, and anybody else thinking about marrying, also bear some often-overlooked costs and responsibilities.
Repealing Obamacare Would Cost $353 Billion Over Next Decade
The new CBO estimate comes as the Supreme Court is expected to decide on an important Affordable Care Act-related case.
Retire Abroad? Not So Fast
Clients interested in overseas retirement need education and advice about the possible pitfalls.
Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement Plans
Concluding our discussion on how looking at clients’ tax returns provides value, maximizing deductions from IRAs and other retirement plans.