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.
VanEck Launches the First U.S.-Listed Green Bond ETF: Portfolio Products
In other product news, Morgan Stanley launched two sustainable investing portfolios.
Morgan Stanley to Launch Small Retirement Plan Platform
The wirehouse says its advisors can use the technology to offer small-business clients the ability to handle 401(k) plans with less than $10 million.
Merrill Reconsiders Commissions on Some Retirement Accounts
Wealth chief Andy Sieg, though, tells the Thundering Herd that restrictions “remain in place, including [those] on mutual funds.”