Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
Combination Annuity-LTC Sales Soar
A new superstar long-term care product has emerged: annuity-LTC contracts that combine a tax-preferred retirement income with appealing LTC features.
Retirement Is Changing to—Working?
Americans are getting the picture that the three-legged stool of retirement income is just too wobbly, so they’re adding a fourth leg: work.
(Pet) Protection Money
Advisors can provide additional value by helping clients protect beloved pets when they’re no longer able to care for them.
Is College Still a Good Investment?
As costs rise and standards sink, helping clients get their educational money’s worth is a growing challenge.
Top 15 Most Expensive States for Long-Term Care: 2015
Paying for health care is a top boomer retirement worry — and in these states, it’s easy to see why.
Many Older Americans Die With Little Money
Singles and people who died relatively young were the most likely to die with no assets, according to an EBRI study.
The Cadillac of Taxes: Not Just for Luxury Health Savings Vehicles
The types of benefits that will be subject to the Affordable Care Act’s “Cadillac tax” may be surprising.
What Retirees Will Pay for Health Care, in 5 Charts
A couple retiring in 10 years at age 65 will spend about 90% of their lifetime Social Security benefits on health care, HealthView Services warns.
15 Cheapest States for Long-Term Care Costs: 2015
The old saw about “what goes up must come down” obviously wasn’t coined by someone thinking about the costs of long-term care.