Practice

Forget satisfying lifestyle choices: Many investors will have to adjust their retirement expectations just to secure the necessities, according to a study by Sun Life.

“These customers are seeing their parents struggle,” an executive at Fidelity said. “I think that is making it poignant for them; they need to have a bigger focus on savings.”

The stunning decline in property values across most of the country, a prolonged recession and plain-old negligence and shortsightedness on the part of American workers have all combined to make retirement more a fantasy than a reality for tens of millions of Baby Boomers who are will soon turn 65 years of age.

The Hartford found in a recent survey that 37% of Americans age 45 and older with incomes below $50,000 worry more about rising taxes than those with higher incomes, but are less likely to participate in a 401(k) or other retirement plan that could reduce their taxes. By comparison, 28.5% of those earning $50,000 to $100,000 have such worries, and 32% of those earning more than $100,00 are worried about taxes.

What portfolio management activities provide the MOST value for your time/money/energy/attention, and which activities provide the LEAST value for your time etc.?

if you want to get the most out of your staff and in turn increase the growth trajectory of your business, you would be wise to view them as essential to your success.

Corporate pension plans have about $2 trillion in assets, and $200 billion to $400 billion could be in play in the next several years.

The stunning decline in property values across most of the country, a prolonged recession and plain-old negligence and shortsightedness on the part of American workers have all combined to make retirement more a fantasy than a reality for tens of millions of Baby Boomers who are will soon turn 65 years of age.

Optimism among small business owners fell in March, according to a survey by SurePayroll.

The Municipal Securities Rulemaking Board’s draft rule on gifts and gratuities could shut down muni advisers, the municipal market’s largest financial adviser is ­warning.