15 Worst Cities for Retirement: 2015
These cities are expensive and may leave retirees with fewer options for activities and health care, according to WalletHub.
What Small-Business Owners Need Most From Advisors
Advising small-business owners is complex but can be lucrative, Dan Prisciotta of Lincoln Financial says.
Want to Get Serious About Saving? Automate It
The bulk of pre-retirees say vehicles like direct deposit in a 401(k), a mortgage or permanent life insurance boost their confidence in a secure retirement.
Early Social Security Claims Are Hurting Retirees
The vast majority of recent retirees are claiming Social Security benefits earlier than full retirement age, and it’s costing them significantly, a new study shows.
How to Get Social Security Benefits From an Ex-Spouse
In a blog post, Carrie Schwab-Pomerantz of Schwab addresses a reader’s question: “Does my ex need to be involved to file for benefits?"
Is Financial Wellness Finally Taking Off?
For years there's been lots of talk about the benefits of financial wellness programs.
Is Using Big Data Price Optimization — Or Price Gouging?
Insurance provides a valuable bulwark in case of loss, but also allows clients to sleep at night. Peace of mind is worth a premium — but how much?
Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
Center for Retirement Research points out that some retirees will bear the brunt of higher Medicare Part B premiums due to their higher income.
10 Best Cities for Retirement: 2015
WalletHub recently ranked the 150 most populated cities based on how well retirees can live affordably, stay busy and find health care.