Dual-Generation Retirees on the Rise: Retirement Scan
Increased longevity and the fact that those belonging to the Greatest Generation married at a young age are two reasons for the increase in dual-generation retirements; Plus, the reason why parents shouldn't be too generous with their children's college education funds.
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Your affluent clients may think they can just write a check to cover college costs. They're probably wrong. Here are a few issues that parents (and grandparents) should consider. more »
Big tax bill looms for mutual fund investors; 4 secrets to getting more from your 529 account; How taxes and trading costs kill investment returns more »
Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank more »
3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses more »
What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch more »
Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds. more »
Common Mistakes in Retirement Savings; Tuition vs. Nest Egg; Alternatives, Yes or No more »
Women & Wealth: The Invisible Opportunity
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