Does Gay Marriage Ruling End a Financial Planning Niche?
The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
College Savings Demystified: The Devil Is in the Details
College tuition presents one of your client's largest pre-retirement expenses, so be prepared for the detailed situations that will round out your client’s individual college funding scenario.
The Retirement Risk That the Models Miss
Consider the implications of “sequence of consumption” risk
Now You Can Get Married, Gay or Not. Here’s What You Gain — and Lose
Now that same-sex marriage is legal nationwide, gay couples, and anybody else thinking about marrying, also bear some often-overlooked costs and responsibilities.
Retirement Assets Continue Upward Trend in Q1
First-quarter retirement assets increased 1.3% to $24.9 trillion, the Investment Company Institute reported.
Retirement Service Providers Losing Plan Sponsors’ Loyalty
Plan sponsors feel less loyal to their retirement service providers, according to an annual index produced by research firm Chatham Partners.
When an IRA Rollover Is a Bad Idea
“Advisors better have good reason to roll over the 401(k) other than to generate fees and commissions for themselves,” advisor Scott Hanson said.
Gen X Says: What Retirement?
Gen Xers began planning for retirement early, but a large majority have plans to still work in some capacity after they retire.
Fiduciary Rule Crucial for Protecting Middle Class: DOL Chief
Labor Secretary Perez says DOL is sharpening its thinking on the fiduciary rule thanks to comments; FPA plans to weigh in in "very comprehensive" fashion.
For Elderly Fraud Victims, Biggest Toll Is Emotional
AICPA has some advice to help protect older clients who “just can’t say no to relatives.”