Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Who Will Be Hurt by Trump’s Plan to End State & Local Tax Deductions?
By Bernice NapachThey live in high-tax counties in high-tax states that lean heavily Democratic, and they itemize their returns.
May 01, 2017
Beyond DOL Fiduciary Rule: 4 Key Retirement Policy Areas to WatchThe DOLs fiduciary rule has been the focus of the advisory industry for months. But other policies in the works could affect investment managers.
May 01, 2017
Ultra-Long U.S. Bonds Can Absolutely Make Sense: MnuchinTreasury to issue refunding plans for April-June; economic growth to stay under 3% this year and next, says Mnuchin.
May 01, 2017
How Advisors Can Help Clients Age in PlaceAs clients age, staying in their homes may require significant upgrades.
April 27, 2017
New Fannie Mae Policies Help Student Borrowers Get MortgagesThe policy changes reduce the cost of cash-out refis for student loan borrowers.
April 27, 2017
Old Student Debt Can Haunt Social Security Benefits, but New Bill Offers HelpBill by Democratic senators would repeal change in law that allowed earned benefits to be garnished to collect federal debts, like student loans.
April 26, 2017
Personal Capital Has a New CEOBill Harris, who founded the firm, steps down but remains chairman, as Personal Capitals COO takes over as CEO.