5 Common Client Pitfalls in Retirement Planning
Retirement has been a hot topic among pundits, politicians and financial experts for a while, but today's level of longevity risk is a new phenomenon.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
2015 Tax Cheat Sheet for Advisors and Their Clients
For tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
Average Retirement Age Leveling Off
Cultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.
King vs. Burwell: 5 Patches for PPACA if Court Cuts Subsidies
If the Supreme Court kills federal exchange subsidies, what happens on July 1?
Is Out of State Retirement Right for Your Clients?
Your clients may have most of their ducks in a row – retirement accounts, life and health insurance, Social Security and asset draw-down strategies – but have they decided for sure they'll be staying in place?
Retirement Advocates Share Top Priorities With Congress
The country has a new Republican-controlled congress, and with it, the opportunity to set new or shore up existing policies when it comes to retirement planning.
Majority of Medicare Advantage Enrollees Switching From Traditional Medicare
A majority of seniors who enrolled in Medicare Advantage between 2006 and 2011 actually switched from traditional Medicare, a change most common among 65- to 69-year olds.
After Obama Address, Battle Lines Are Drawn in Congress
Industry trade groups and lawmakers were quick to weigh in with praise and criticism of issues raised in President Obama's mid-January State of the Union address, namely cybersecurity, the Dodd-Frank financial reform law, taxes and entitlement reform.
Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.