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.
Sen. Hatch’s 2015 Priority: Torpedo DOL Fiduciary Efforts
Sen. Orrin Hatch, who will take over as Finance Committee chairman, says he will reintroduce his SAFE Act, which would halt DOL’s fiduciary overhaul.
Social Security Is Failing Elderly Women: Sen. Wyden
At hearing, lawmakers explore ways to shore up Social Security for women, as they are twice as likely as men to fall into poverty.
Wave of Surveys Show Americans Unprepared For Retirement
A study asked participants a series of questions around how to best plan for and manage retirement. The results: 80 percent % received scores of 60 or lower; and only 20 % earned a passing grade.
Setting Realistic Goals for 21st Century Retirement
Many early and pre-retirees maintain unrealistic expectations regarding the lifestyles they'll be able to maintain.