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.
Growing and Aging Retiree Population Puts Focus on Medigap Need
Americans today are living longer, which is certainly great news. But they are also encountering more health care issues and expenses as a result.
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.
Are Robo-Advisors Gunning for Your Job?
For many young investors, robo-advisors may be just what the doctor ordered