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.
HNW Investors’ Needs Differ as Wealth Increases: Cerulli
Contrary to popular notions, the wealthiest 1%–2% of American investors are a variegated lot.
65? 70? 80? What’s the Real Retirement Age These Days?
A spate of recent reports indicates that retirement age is just a number — a moving target, at that.
Americans Keep Pushing Off Retirement Plans
It is said that numbers don’t lie, and when it comes to retirement planning, the recent numbers are downright distressing.
How to Market to, and Meet the Needs of, Same-Sex Couples
Three suggestions on how to market to same-sex couples, three key planning issues you should address and a checklist (good for domestic partners, too) to put it all together.