America Ranks 19th On New Global Retirement Security Index
Americans always like to consider themselves first in just about everything, so news that the U.S. ranks 19th in retirement preparedness may come as very disappointing to many.
Money Manager Candidly Reveals 5 Big Investing Mistakes
Tocqueville Asset Management’s Sicart tells shareholders about five mistakes, including one that shaved four percentage points off his portfolio’s performance, and the lessons he learned.
Top 20 Countries for Retirement Security: 2015
The U.S. keeps its spot near the bottom of the Natixis rankings for the third year running.
Addressing the Retirement Needs of Widows and Widowers
According to the US Census Bureau, 14 percent of unmarried American citizens are widows or widowers.
Protecting Your Clients’ Portfolios From Unpredictable Expenses
With growing life spans, rising costs of living and the death of corporate pensions, retirement has become unprecedentedly expensive.
Obama Sets Up Social Security Showdown
The White House's 2016 budget contains a proposal to reallocate some payroll tax money from the old-age program to the dwindling Disability Trust Fund.
Obama’s $4 Trillion Budget Sets Up Tax Fight With Congress
The budget would raise taxes on corporations and top earners, spend more on infrastructure and housing, and stabilize, but not eliminate, the annual budget deficit.
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.
Earning Credentials in LGBT Planning
What holds back same-sex couples with good incomes from working with financial planners?
Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.