Kitces: Making Retirement Portfolios Last by Managing a Key Risk
By Dinah Wisenberg BrinA key message leaving the workforce: Conservative withdrawal rates in early retirement can mean outsize results.
November 16, 2023
Donor-Advised Fund Grants Increased by 9% in 2022Charitable organizations took in $52.2 billion from DAF donors, and the number of accounts grew by 2.9%.
November 16, 2023
Jamie Hopkins: Why Your Clients Are Stressed, and What to Do About ItWorkers' sense of well-being has fallen to its lowest level in 12 years after peaking in 2022.
November 16, 2023
DOL Fiduciary Rule May Require All Rollover Options' Fee InfoIndependent insurance agents might need outside help to find all the needed numbers, NAFA webinar speakers said.
November 16, 2023
Morgan Stanley to Pay 6 States $6.5M Over Client Data SecurityThe firm failed to erase customer information from old hard drives and servers before auctioning them off.
November 16, 2023
A Medicare Part D Premium Warning for Financial PlannersSignificant hikes in 2024 may surprise some of the millions of retirees enrolled in the system's drug plans.
November 16, 2023
Munger Defends Buffett After Personal-Trading QuestionsBuffett wouldn't do something "evil to make money for himself," his right-hand man says.
November 16, 2023
Labor's Retirement Unit Needs More Funds to Implement Secure Acts: GAOEBSA has been forced to cut staff even as its responsibilities grow, Rep. Bobby Scott says.