Amanda Schiavo is an associate editor of Employee Benefit News. Follow her on Twitter at @SchiavoAmanda.
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Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.
June 13 -
Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.
June 12 -
Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.
June 11 -
Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.
June 10 -
Depression can be a big risk for seniors as they transition to retirement.
June 7 -
The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.
June 6 -
Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.
June 5 -
They can do research by visiting funeral homes to get a better understanding of cost and burial details.
June 3 -
Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.
May 31 -
"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.
May 30