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It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.
June 25
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Superstitions with catchy phrases persist.
June 24
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Target-date funds can help risk-averse young clients ease into investing.
June 21
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Target-date funds can help risk-averse young clients ease into investing.
June 21
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Dual-income couples benefit less from Social Security.
June 19
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Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.
June 18
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Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.
June 18
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There are dangerous misconceptions that can lead to financial hardships in retirement.
June 17 -
Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.
June 14
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Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.
June 14
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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
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Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.
June 12
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Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.
June 11
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The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.
June 11
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Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.
June 10
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Depression can be a big risk for seniors as they transition to retirement.
June 7
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The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.
June 6
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With the reductions, nearly all of the firm’s index funds will have total net expenses lower than comparable Vanguard products.
June 6
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Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.
June 5
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