How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement Projections
These are the key findings from Financial Finesse's 2016 Year in Review report.
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in Massachusetts
In one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
Investor Optimism Climbs to 16-Year High: Wells Fargo/Gallup
The last time investors were so optimistic in this survey was November 2000, when the tech boom was ending.
Another Casualty of Bad Retirement Planning: Worker Productivity
EBRI’s latest retirement survey found that lack of planning comes with more stress and less productivity.
Two in Five Americans Say They’ll Need $1M to Retire
A new survey finds our expectations at odds with the financial reality of today’s retirees.
The Surprise Tax Hit for Post-Medicare HSA Contributions
Many clients are unaware of the complications that arise with respect to HSAs once they become eligible for Medicare, and penalties can be steep.
Wells Fargo Card Requests Drop by Most Since Scandal Erupted
New checking accounts fall 43%, marking sixth straight decline; Mack says "it will take time" to work through reforms.
Advising Clients on Social Security: Talking Points, Part 1
This five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.
Future Retirees Could Be More Reliant on Social Security
The Center for Retirement Research finds that total wealth from retirement plans has largely been flat from 1992 to 2010.
15 Most Overlooked Tax Deductions: 2017
“Cut your tax bill to the bone by claiming all the tax write-offs you deserve,” Kiplinger says.