25 Best Countries for Retirement Security: 2017
In the annual report from Natixis Global Asset Management, the U.S. fell three notches in its ranking since last year.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
For Wealthy Pre-Retirees, What Beats Financial Security?
Affluent retirees shun traditional asset allocation guidance to reduce equities with age.
Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 plans with top rankings based on their flexibility, costs, investment performance and more.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 1
The purpose of decades of saving is to fund decades of spending.
How to Fix Social Security: Alicia Munnell
A retirement policy guru talks about the stark options Americans face.
Advisors, Plan Sponsors Out of Sync in DC Plan Space
Wells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
Bill to Repeal DOL Fiduciary Rule Passes House Panel
Also, Trump’s DOL releases spring reg agenda as industry prods Labor to extend Jan. 1 compliance date, RFI comment period.
Best Countries for Citizenship by Investment
The CBI Index ranked 12 countries’ citizenship by investment programs to find the fastest, cheapest areas to establish dual citizenship.
How American Families Pay for College: 2017
Sallie Mae’s 10th survey of parents and children shows that parents are saving less and students are borrowing more.