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
Easing the Looming Retirement Crisis: “Falling Short” Co-Author Offers His Insights
Life longevity is adding to an already major income gap between what most retires will need and what they are able to save.
The $500 Divorce: Kotlikoff’s New Service Offers Financial Balancing Act
Gadfly economist and Social Security expert Laurence Kotlikoff says service will enable divorcing couples to maximize their financial outcomes and limit financial feuding.
New Year’s Considerations for Retirement Planners
There are major considerations pre-retirees will need to make as they plan, save and invest in 2015.
Hatch Ratified as Senate Finance Committee Chairman
Hatch says he will push for a tax overhaul and to advance his SAFE Retirement Act.
The Actuaries: Longer Client Life Spans Require Big Shift by Advisors
How seriously are you factoring clients’ extended life spans into their retirement planning?
How the Age Wave Is Remaking Financial Advice
For advisors, growing numbers of older Americans mean new responsibilities—and golden opportunities.