Margarida Correia
Former associate editorMargarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
Margarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.
Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.
The new executive will lead the development of the private bank’s philanthropy and family governance services.
Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.
Retirees may have gotten out of the workforce too early if they are not yet eligible to claim health coverage through Medicare.
Clients making arrangements for family caregivers need to communicate their plans to other relatives to avoid squabbles down the road.
The bank promoted Denver’s regional leader of the business to oversee all aspects of Ascent Private Capital Management nationwide.
The rep helped the customer conceal the true source of funds into his accounts, FINRA claimed.
The broker forged client signatures on annuity withdrawal requests and misled clients into making what they thought were tax payments, the SEC claims.
Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.