Advisor on Mission to Make Clients—Yours and Hers—Happier
Donna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.
Retired Women Face Smaller Nest Eggs, Higher Poverty Risk
Retired women are at a higher risk than men for downward income mobility and poverty, despite saving more of their paychecks.
Largest Public Pensions See 14.3% Gain
The holdings and investments in the 100 largest public-employee pension systems in the U.S. are at their highest since 1968, the Census Bureau says.
15 Worst Cities for Retirees
Looking for a place to retire? Put these cities at the bottom of your list, WalletHub says.
Boomer Mortgage Debt Could Dampen Economy
A growing number of homeowners are reaching retirement age still owing money on their houses, causing a squeeze on other spending.
Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks
It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different.
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.
Despite Their Financial Power, Women Save Less Than Men: Merrill
Women tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
Top 10 Best States for 401(k) Plans
The best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
Sallie Krawcheck: How to Increase Your Firm’s Diversity
Hiring multicultural advisors is good for clients and firms, an Edward Jones Survey found. But how do you cultivate diversity? Sallie Krawcheck offers concrete steps.