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How some firms bypass traditional methods and offer points and rewards programs.
November 4 -
Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.
November 3 -
Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.
November 1 -
Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.
October 31 -
Genworth CEO Tom McInerney has been selling assets so the insurer has enough liquidity after being hit by losses on its long-term care coverage,
October 24 -
Failed marriages for aging baby boomers has doubled, forcing them to work longer and impacting financial planning, sometimes in the wrong way.
October 18 -
Working 30 years instead of 29 will yield a fractional monthly benefit increase — "like by 1/29th" — says an expert, who also notes how get a good idea of future benefit
October 17 -
Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.
October 6 -
Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.
October 5 -
Life insurance will become more attractive to sell in the post-fiduciary world because it is one of the few products not encumbered by the regulation.
October 5