Why Are So Many Boomers Working Longer?
New research and old confirm that better educated workers are working into ages once considered “old.” But why? And are they crowding out younger workers?
A Medicare Primer for Advisors
To be able to guide your clients, here are the basic details on who’s eligible and what the premiums are.
Despite Their Financial Power, Women Save Less Than Men: Merrill
Women tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
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.