How to Enroll in — and Pay for — Medicare
Health insurance is confusing enough while you’re still working, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.
Even Affluent Parents Aren’t Footing the Full College Bill
While affluent American parents plan to help their children out, they also expect them to contribute, BMO Private Bank President Darrel Hackett says.
The Future of ETFs: Volatility, Rate Hikes and Robos
Four experts, including Tom Lydon of ETF Trends, closed the Morningstar ETF conference in Chicago with a look at the future of ETFs.
Kotlikoff: Government, Employers Should Butt Out of Retirement Planning
“Americans have been taught that the government and their employers are going to take care of them” in retirement, Kotlikoff said. “That’s a big mistake.”
Hedge Fund Exploits Changing Political Climate
Investor reactions to political developments create mispricings in the market, says David Coggins of Coral Gables Asset Management.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
Maximizing Retirement Benefits of Spousal IRAs for Non-Working Spouses
Retirement income planning for non-working client spouses can be more involved, but done right, a spousal IRA benefits both spouses.
How Changing These Words Can Help Advisors Hook Clients
Slight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
Plan Sponsors Looking for New Advisors Despite Record Satisfaction: Fidelity
Fidelity's Sponsor Attitudes survey found satisfaction and perceived value at record levels, but retirement plan sponsors are still looking for a new advisor.
3 Steps to Help Solve the Looming Retirement Crisis
The biggest challenge ever for the investment world is solvable if employees, employers and government act soon, Charles Ellis says.