The Smart Way to Choose a Senior Community: Retirement Scan
Knowing the cost of a retirement community is key to making a smart decision, with independent living communities costing $2,520 per year; Plus, the price tag of a bipartisan bill averting Medicare doc fee cuts.
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Pension funds are joining the currency markets to protect their offshore investments and gain from future price changes as the U.S. dollar continues to perform well; Plus, three reasons to use a Roth IRA to save for college. more »
The range of efficiency tends to be similar within sets of U.S. stock and bond funds. Should advisors care? more »
Top earners understand that annuities unburden them of some investment risks and give their assets a layer of legal safety from creditors and frivolous lawsuits; Plus, how to assess lump-sum payments of future benefits. more »
Here’s a primer on long-short funds, managed futures funds and managed payout funds. more »
Falling interest rates and the increase in the number of people retiring are two big risks facing the Social Security system; Plus, why 401(k) participants should forgo a higher allocation to their employer stock. more »
Long-term care expenses rise throughout retirement to the point of crisis, according to one expert; Plus, how do your clients stack up in retirement savings? more »
Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns. more »
Investors dumped ETFs that invest in bonds ahead of yesterday's Fed statement on concern officials would get closer to raising interest rates. more »
More workers than ever are staying on the job well into their seventies, which will make the U.S. a "very different place" for the next 30 years; Plus, Why an empty nest can be hazardous to a client's retirement. more »
BlackRock’s iShares, Vanguard Group and State Street collectively control 82% of the roughly $2 trillion invested in ETFs -- but other funds are gaining market share. Here's a ranking of the fastest-growing funds. more »
Help make sure your clients aren't among those who say they wish they had saved more, or started at an earlier age. Plus, questions over the proposed revamp of Medicare payments to long-term-care hospitals. more »
Big names in the bond industry have lent their names to actively-managed ETFs, betting their reputations will translate into investor interest. But active management's recent record against index funds makes it a tough sell for some. more »
The total amount of outstanding municipal securities and loans in the market rose 0.6% to $3.65 trillion in the fourth quarter of last year, as U.S. bank muni holdings increased 2.5% and mutual fund muni holdings rose to a record high $658 billion. more »
Women & Wealth: The Invisible Opportunity
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