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.
Andy Friedman: 7 Dates That Will Force Congress to Act
Speaking at FSI OneVoice, Friedman says seven "forcing events" will lead Congress to act, despite otherwise continued "split government" in Washington.
CBO Says Entitlements Will Cause Ballooning Deficits
Does that mean reform of Social Security and health care programs is coming? Probably not, says strategist Greg Valliere.
Illinois Enacts Nation’s First Required Retirement Plan Law
In what is a first for the nation, the State of Illinois this month passed into law a requirement that most employers must offer automatic retirement savings programs.
Obama’s State of the Union Financial Proposals Draw Praise, Criticism
Industry trade groups and lawmakers were quick to weigh in on Obama's plans, or lack thereof, on cybersecurity, Dodd-Frank, taxes and entitlement reform.
Navigators: How to Guide Clients Through Big Life Changes
A new certification helps advisors with the human side of guiding clients through major transitions like retirement.
Schorsch Denies ARCP Book-Cooking Allegations
The charges were raised by the firm’s former chief accounting officer in a lawsuit.