Financial Literacy Falling Among Military Families
A report released in February found that the general population scored higher on a financial literacy test than military households.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
While Waiting for SS Benefits, Whither Retirement Income?
William Meyer of Social Security Solutions said that for advisors who focus on finding the optimal Social Security benefits claiming strategy for clients, the next challenge is to coordinate such benefits with a client's retirement income withdrawal strategy.
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability issues.
The Third Rail of American Politics Is Live
The Congressional Budget Office's economic outlook for the next 10 years, released in late January, found that the federal deficit will balloon to 4% of GDP by 2025 from 2.8% today, thanks in large part to entitlement programs like Social Security.
The Evolving Idea of Retirement
History provides perspective for making retirement decisions today.
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Bill to Delay DOL Fiduciary Rulemaking Is Revived
Rep. Ann Wagner, R-Mo., has reintroduced a bill to force the DOL to wait until the SEC makes its own fiduciary rule.
Flood of 401(k) Suits Expected if Tibble Prevails in Supreme Court
Oral arguments begin Tuesday in the first 401(k) excessive-fee case that the high court has agreed to hear.
Christie Seeks to Roll Back Pension Payments
New Jersey Governor Chris Christie's move comes a day after a judge said he broke state law by withholding $1.6 billion from the retirement system.