How Health Care Will Crush the 80% Income Replacement Idea in Retirement
Retirees planning to replace 80% to 85% of their income may fall short once health care is factored in, HealthView Services warns.
10 Most Tax-Friendly States for Retirement
Making retirement savings last may be easier in these 10 tax-friendly states, according to Kiplinger.
Changing Demography to Force Big Shift in Retirement Planning
Posting 3% to 4% economic growth 'like we had in the ’70s or ’80s is never going to happen,’ says Research Affiliates' Chris Brightman.
Inequality in Our Retirement Accounts
While we are debating income inequality, we should also be thinking about retirement inequality. Perhaps most vulnerable are the millennials.
10 Things Everyone Should Know About Bond Investing
For long-term investors, when the Fed raises interest rates is irrelevant to the construction of a high-quality bond portfolio.
5 Sci-Fi Trends in Wealth Management
The rise of wearable computing devices is just one of the new technologies that is changing wealth management.
Designer Bag Ladies: Understanding Female Clients
Male advisors need to realize that women have a perspective on money that's very different from their own, Bob Clark writes.
How to Enroll in — and Pay for — Medicare
Health insurance is confusing enough, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.
Space Travel, Robots and Your Clients’ Retirement
Seniors in space? Robots for retirees? There's much to be learned from predictions for "the future" that turned out to be wrong or premature.
Octogenarians Weigh In on Retirement
New York Life polled retirees 80 and older on why they retired when they did and where they get their income.