Social Security, Retirement Savings Would Benefit From Closing Gender Pay Gap
Closing the gender pay gap would have a direct effect on women’s Social Security benefits and ability to save for retirement, Social Security Works finds.
The Fastest Growing Retirement Plan You Never Heard Of
Cash-balance plans now have one-quarter the assets of 401(k)s, grew 22% in 2012, and appeal to small-business owners like doctors and dentists.
A Pioneer Continues to Sound the Women's Retirement Security Alarm
While women have grown in their financial knowledge — and power — since WISER's Cindy Hounsell started educating them 20 years ago, challenges persist.
Fund Firms Lag in Social Security Support to Advisors
Only BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.
Middle-Class Servicemembers Increase Retirement, Short-Term Savings
Middle-class military families are committed to saving, according to the First Command Financial Behaviors Index.
Self-Directed Investors Increased ETF Allocations
Self-directed investors are opening up to ETFs in their retirement accounts, an analysis by Schwab found.
NARAB II Bill Would Help Retirees Keep Advisor When Moving Out of State
IRI says there is unprecedented support for the bill, which would establish an insurance licensing clearinghouse for financial professionals operating in multiple states.
The Secret Sadness of Retired Men
As an advisor to retirees, you may be a witness — and sometimes an unwitting accessory — to lives whose joy is sapped by depression.
Think He's Depressed? Ask His Wife
A male client's wife or partner may sometimes confide her concern to you that he is depressed, noted Terry Real, a family and couples therapist in Arlington, Mass., who focuses on men's issues.
A Quick Guide to Assessing Mental Health
Alan Berman, executive director of the American Association of Suicidology, recommends three steps for an advisor to follow in gauging the mental well-being of an older male client.