Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
Breakaway Broker Blasts Schwab Over Nightmare Breakup
Richard Rosso on how he went from being one of Schwab’s top financial consultants to losing a kidney from the stress of an arbitration battle.
How Fed Rate Hikes Could Affect Retirement Planning
The key to helping retirees and pre-retirees maintain their net worth during the rate hike is to help them focus on income.
Several States Looking Into Required Pension Programs
Millions of individuals are at risk for not having enough money to maintain their standard of living in retirement.
Robo-Advisor Offers Your Clients a Free Second Opinion
SigFig’s algorithms will spotlight advisor "mistakes," including the use of funds costing as little as 50 basis points.
Senate Rejection of Keystone XL Measure Sets Up 2015 Showdown
Keystone XL pipeline backers came up one vote short in the Senate though vowed to try again in January.
Financial Planning and Hiking on Half Dome
Reflections on a challenging Yosemite hike.
Premium Increases Expected for Long-Term Care Insurance
Longer life spans and medical issues leave policyholders facing huge hikes.
What Should 401(k)s Cost? What Do They Cost?
As DOL prepares its fiduciary reproposal, a Yale professor’s letter has shifted the conversation to “Why are 401(k) plans overcharging participants?” It’s the kind of publicity politicians can’t ignore.
7 Big Mistakes to Avoid in Stock Dividend Investing
Oh sure, everybody loves dividends these days as yields remain low and investors look to dividend-paying stocks for income. But there's a catch. Seven catches, in fact.