Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Net Unrealized Appreciation Could Yield a Pleasant Tax Surprise
By William H. Byrnes, Robert BloinkFor some employees holding company stock who leave their job, there's an alternative to rolling their 401(k) into an IRA.
July 08, 2016
401(k) Fees Attracting More Attention — From LawyersHeres a term you really dont want used to describe your 401(k): One of the most expensive plans in America.
July 08, 2016
Millennials and Attorneys Make the Same 4 Financial MistakesMany successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
July 07, 2016
Student Loan Delinquencies Climb Despite Economic RecoveryStudent loans are the only consumer debt sector where delinquencies are higher now than they were during the financial crisis, according to a new report.
July 07, 2016
DOL Clarifies Fiduciary Rule for Insurance CompaniesThe DOL has issued "technical corrections" to the fiduciary rule related to BICE; meanwhile, the House introduced a funding bill that would kill the rule.
July 07, 2016
Gen Xers, Boomers Struggle With ‘Evolving Realities’ of Retirement: AARPMore than half of Gen Xers and boomers say they don't expect to retire at all, according to an AARP survey.
July 05, 2016
15 Best US Cities for Retirement: 2016Bankrate scored nearly 200 cities on cost of living, walkability, health care and other factors.
July 05, 2016
Millennials Are Pretty Cocky About Their Investing SkillsMillennials are far more confident than their parents about investing, but they're also more likely to make rookie mistakes, a Securian study found.