
Lee Conrad
Former senior editorLee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?
Trump’s call for tariffs on steel and aluminum imports, and subsequent worries of a trade war, have recently taken a toll on emerging markets investments.
Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.
Traditional wisdom says that bonds and stocks complement each other, but this is not always the case, especially when a reduction in valuations occurs.
The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.
The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.
A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.
Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.
The contributor was recently called to be an expert witness and realized that defending a retirement plan in court can provide a good opportunity to better understand a portfolio.
Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.