Financial Anxiety Hurting Servicemembers’ Health
First Command Financial Services finds 71% of middle-class military families have suffered a health issue in the last year commonly related to financial anxiety.
Top 10 Worst-Funded State Pensions: 2015
Pew data shows which states’ public workers are in the worst shape for retirement.
A Pension Fund Comes to Its Senses
San Diego County's pension board has fired its outside pension-fund manager, Salient Partners, for its high leverage and costs and poor performance. There's a lesson here.
ABLE Act Passed, but Many Questions Remain
For states deciding whether to host or contract a qualified disability savings account program, there’s a lot to consider.
Top 10 Best-Funded State Pensions: 2015
Only two states have fully funded pension plans, according to Pew data.
Sticker Shock: 71% of Parents Say College Is Too Costly
“College is absolutely necessary but at the same time unaffordable,” says Brian Schwartz, an HSBC financial advisor.
Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo Survey
Advisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
Want to Work in Retirement? You May Be in for a Surprise
"Retired" boomers who want to keep working have unrealistic expectations about pay and flexibility, a Bankers Life survey found.
What Wealthfront’s Attack on Betterment Is Really About
The real competition for Wealthfront is with “the other 99.9% of industry assets that aren’t managed by ANY robo-advisor," says Michael Kitces.
For Divorcing Women, Becoming Financially Knowledgeable Is Crucial
More older women are getting divorced, and if they have delegated financial decision making to their spouses, they need to raise their financial knowledge fast.