11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
Many Americans Clueless on How to Spend Retirement Savings
More than half of retirement savers in a survey had no plan for how to access and stretch their money once they retired.
There's No Shortage of Bad Ideas on Social Security
Social Security is an emotional topic, made more so by misinformation.
How to Dodge the New Medicare Surcharge Bullet
The new Medicare “Doc Fix” law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
Early Retirement Not Just for the Wealthy
More than a quarter of workers plan to retire before 65, according to data from Allianz. And it’s not just high earners.
The Obvious Retirement Risk That’s Not in the Models
A new, award-winning research paper argues that the financial planning models advisors are using fail to match retirement reality.
3 Essential Elements to a Life Well Lived: US Trust
Three factors are most essential to a “life well lived,” according to the 2015 U.S. Trust Insights on Wealth and Worth survey.
Fewer Advisors Means More Automation: Celent
The impending retirements of aging advisors, combined with the increased appetite for advice among millennials, will make automated advice services a necessity, Celent predicts.
3 Reasons to Avoid an IRA Rollover
Advisors need to brush up on the technical aspects of 401(k) rollovers, which are not always in clients' best interests.
Annuities, Insurance, Investments: A Triple Crown Retirement Income Strategy
Wade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.