Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
8 jokes and memes about Americans and their money
By Elana Ashanti JeffersonLaughter puts people at ease and forges stronger relationships. Are you making the most of humor with your clients and colleagues?
September 07, 2016
Fortune ranks the 10 best boomer employersJust as people are staying in the workforce longer, the magazine identified 10 companies that appeal to working boomers.
September 01, 2016
Britain's latest property addict really should know betterDoes owning property beat pensions as a strategy for saving for retirement?
September 01, 2016
Spouses are hiding their retirement savings from each otherSaying "I do" does not necessarily mean "I'll disclose" for many American couples.
August 31, 2016
Why College 403(b) Plans Are Such a Juicy Target for LawsuitsThe retirement plans havent caught up to tighter rules implemented in 2009, lawyers say.
August 24, 2016
Keys to attracting millennials: fiduciary model, holistic planningMillennial investors increasingly want innovative technology, unbiased advice and holistic planning, Jefferson National's study shows.
August 24, 2016
Keys to attracting millennials: fiduciary model, holistic planningMillennial investors increasingly want innovative technology, unbiased advice and holistic planning, Jefferson National's study shows.
August 24, 2016
401(k)s Put the Less Educated at a ‘Double Disadvantage’: StudyThe shift from pensions to 401(k) plans is making retirement inequality much worse, a new study has found.