Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Fee-Based Annuities and the Fiduciary Rule: One Size Doesn’t Fit All
By Robert Bloink, William H. ByrnesFee-based annuities are the product for advisors who wish to continue to sell variable and fixed indexed annuity products under the rule.
October 13, 2017
5 Takeaways From BofA, Wells Fargo Q3 EarningsConsumer lending shows cracks on the second day of earnings season; the four largest U.S. banks cut their combined workforce after a pause.
October 13, 2017
2018 Social Security COLA Is Biggest in YearsThe cost-of-living adjustment for next year is the largest since 2012 and will affect more than 69 million Americans.
October 13, 2017
Trump Names New EBSA Chief to Replace BorziIf confirmed, Preston Rutledge will be instrumental in shepherding through any change that Labor makes to its fiduciary rule.
October 11, 2017
Time Running Out to Fix Social Security, Medicare: BPCFurther delays could mean deeper cuts in benefits or increases in taxes or both, according to a Bipartisan Policy Center report.
October 11, 2017
Investors Sitting Tight Despite Volatility Worries: Edward JonesIts encouraging to see that investors arent making rash or emotional decisions, says strategist Kate Warne.
October 10, 2017
New York Life Adds Student Loan Repayment Program for EmployeesThe repayment program will offer up to $10,200 over five years for eligible employees, as well as student loan advice and online planning tools.
October 10, 2017
Retirement Assets of Many Households Fell Between 2013 and 2016: CRRThe Center for Retirement Research reports that assets fell for households headed by someone age 35 to 54 and rose for older households.