A Portrait of the Student Loan Borrower: Older, Deeper in Debt, More Likely Delinquent
The student loan debt crisis is worsening in ways that go well beyond the size of the debt, the CFPB reports.
Married Women Need Their Own Financial Plan: Study
The recommendation from the Center for Retirement Research is based on data showing that many women don't stay married.
Social Security Working Retirement Tax: Which Spouse’s Earnings Count?
Working while claiming Social Security may be common but so are complications, which magnify the advisor’s role in providing guidance.
Inflation Is Americans’ Top Economic Worry: Allianz Life
The Allianz Life 2017 Inflation Study finds a majority don't have a plan that addresses the rising cost of living in retirement.
Fewer Millennials Thinking About Finances: Navy Federal Credit Union
The credit union surveyed military and civilian millennials and found both groups may be less financially sound than they think.
Saturna Capital Launches Clean Shares for Two Funds: Portfolio Products
Also, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
2 Key Times to Invest in Actively Managed Funds
When should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?
Understanding Deferred Variable Annuities’ Two Phases
Proper handling of the two phases — accumulation and distribution — is essential for maximizing a deferred VAs impact.
What to Do When Clients Lie
"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
Taxpayers Prefer Roth Retirement Plans: Study
They might not adequately understand the fallout from their decision, but taxpayers generally prefer back-loaded retirement plans to front-loaded ones, CRR reports.