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.”
Successfully Educating Your Clients on Long-Term Care
As need for LTC coverage intensifies, a growing number of insurers are getting out of the business.
The U.S. Economy Is Stuck in the Past
A backward-looking society underinvests in the future.
Social Security Disability Claims Keep Going Up, Up, Up
Along with the increase in claims and payouts, budget cuts have created a backlog of more than a million overdue follow-up reviews for current recipients.
Obamacare, Medicare Maze: What Advisors Need to Know
Dr. Katy Votava of GoodCare offers financial advisors practical steps to help their business and their affected clients (there are more than you think).