RetireUpPro Offers Real-Time Income Planning
RetireUpPro originated as a response to the Labor Department’s fiduciary rule.
DOL Fiduciary Rule Delay Likely to Be Challenged in Court
Stay or delay? Consumer advocates say Labor actually wants to stay the rule, which it may not have the authority to do.
15 Most Expensive States for Long-Term Care: 2017
Genworth’s annual study on the cost of care nationwide, which includes home care, assisted living facilities, etc., is not reassuring.
With Future Uncertain, Bitcoin Is a Gamble
The IRS allows self-directed IRAs to invest in certain physical assets and property if they’re held by an approved custodian.
GOP Framework Would Raise Taxes for Many of Your Clients
Analyses from the conservative-leaning Tax Foundation and liberal-leaning Tax Policy Center agree that those in the 90th-95th percentiles for income would pay more.
Medicare Rights Center Guide Details Steps for IRMAA Appeals
A free, downloadable guide gives advisors and clients insight on how to appeal a higher Part B or Part D premium.
New York Reminds Student Borrowers to Apply for Loan Forgiveness
Trump has threatened to end the program, but Attorney General Schneiderman notes it's still intact and his office will help New Yorkers wrongfully denied eligibility.
Vanguard Launches Behavioral Finance Retirement Portal
Vanguard's new web portal is built on its Retirement Readiness Tool that employs behavioral finance research to provide savers with personalized recommendations.
Investors Say End of Bull Market Is Coming, but They Feel Fine
Three in 10 investors would rather be stuck in traffic for an hour than rebalance their portfolio, Wells Fargo reports.
Bridgewater’s Dalio: ‘Radical’ Methods, ‘Radical’ Results
The famed Bridgewater founder discusses with ThinkAdvisor the state of the markets, his advice for wealth managers and the embarrassing mistake that supercharged his career.