Retirement Readiness Crisis Still Looms Despite Some Improvement
The retirement outlook is slightly brighter this year, according to recent research, but most workers age 60 or older still plan to put retirement off.
Seniors May Be Leaving Money on the Table as They Retire
Misinformed decisions about defined contribution collection, investments and insurance are leading many retirees to spend too much and collect too little.
Even With Cost-Sharing, Workers Still Prize Benefits
Employees value their workplace benefits even more than they have in the past despite having to pay a larger share, according to a Guardian study.
Advisors ‘Following the Money’ to New, Underserved Markets
The best new markets for advisors are in increasingly far-flung places, away from traditional financial hubs like New York and Los Angeles.
Housing, Financial Markets Boosted Boomer, Gen X Retirement Readiness: EBRI
But staying on track depends on age, income and having access to a 401(k) plan, EBRI says.
Northern States at Top, Southern States Bottom, in Income Security
The number of Americans living paycheck to paycheck reaches farther up the income scale than stereotypes might suggest.
4 Key Dates for Investors to Watch: Andy Friedman
Feb. 7, March 31, April 15 and Nov. 4 could affect the markets, taxes and financial planning, says Andy Friedman of Washington Update.
Curbing the Costs of Long-Term Care
From asset-based insurance to tax-qualified annuities, there are plenty of options for LTC cost planning that don't require gambling on the likelihood of needing care.
Bank Customer Satisfaction Returns to Prerecession Levels
Customers are happier with their banks despite higher fees, the American Customer Satisfaction Index says. Satisfaction with health insurers rose, too.
Congressional Committee Addresses ‘Retirement Crisis’
The Special Committee on Aging met recently to hear testimony on the “State of the American Senior: The Changing Landscape for Baby Boomers.”