Why Ken Fisher Hates Annuities
The Fisher Investments founder tells ThinkAdvisor about what he calls the “lies” annuity salespeople tell and how he buys clients out of their surrender fees.
College Planning: 7 Steps to Filing the FAFSA
FAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
Reverse Mortgages for Retired Clients: Does the Strategy Fit?
This tool should only be used in very specific situations — giving the advisor a critical role in guiding clients on when and how.
4 Financial Planning Steps for Clients With Alzheimer’s
Advisors should address these issues with clients early while they can still make their own decisions about their care.
13 Countries With Better Retirement Systems Than U.S.
Mercer graded 25 countries on their retirement income systems, public and private, with the U.S. near the middle of the ranking, down from last year.
Advisors, Consumers Need More Information on Long-Term Care Planning
Long-term care planning is a struggle for advisors and investors, a survey released recently by Lincoln Financial found.
QLACs Can Simplify the Retirement Income Planning Game
Qualified longevity annuity contracts (QLACs) can play an important role for middle-market clients in retirement income planning.
Funeral Homes Leave Families in the Dark on Prices
Consumer groups found a wide range of funeral prices — from over $2,500 to almost $14,000 — and are pushing for more price transparency.
Confirmed: No Inflation Means No Social Security COLA; Medicare Premiums to Surge for Some
Drop in CPI confirms Social Security beneficiaries will see no benefit increase, again, while upper-income recipients will see big jump in Part B premiums.
How to Enroll in — and Pay for — Medicare
Health insurance is confusing enough while you’re still working, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.