HSAs: An Unconventional Retirement Income Planning Tool
The health savings account can actually function as a powerful retirement income planning vehicle for clients looking to supplement their retirement savings.
Slow and Steady Wins the Succession Plan
“We see it as a process, not a triggering event; not something that just happens and then it’s all done,” LPL's Richard Dragotta said.
Critical Care: The Far-Reaching Effects of Medical Identity Theft
The words “identity theft” conjure up a pretty frightening picture. However, medical identity theft can not only threaten your clients’ financial well-being, but their lives as well.
Social Security: Then, Now and the Future
To understand Social Security's future, you have to know its past. A Social Security primer, with some surprising facts about who benefits most and least.
If You Go Indie, Will Clients Follow? The Great Leap of Faith
Going independent requires not just careful cost-benefit analysis but also a focus on your clients’ confidence—and your own.
The Retirement Apocalypse That Isn’t Coming
Fears of a looming retirement crisis are overblown, Ben Steverman says in the blog Ventured & Gained.
Top 15 Most Expensive States for Long-Term Care: 2014
A range of LTC services spanning 14,800 LTC providers was used for Genworth’s annual study to rank these costly states.
What Will Social Security’s Future Look Like?
Just as the baby boomer generation is reaching retirement, experts are expressing concern that they could be in for a surprise.
Despite Their Financial Power, Women Save Less Than Men
Women tend to save less for retirement than men, despite the fact that women now enjoy more financial power than ever.
Jonathan Hoenig: Capitalist Pig, Ayn Rand Fan, Highly Successful Manager
The founder of Capitalistpig Hedge Fund says Social Security is immoral, advisors are too risk-averse and hedge funds are unfairly blamed.