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Just 62% of women are protected compared to 76% of their male counterparts, research shows.
August 8 -
Those who didn't save early may miss key opportunities, experts say.
August 1 -
Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.
July 18 -
Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.
July 17 -
Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.
July 16 -
If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.
July 12 -
Clients have to increase their risk exposure to ensure they don’t outlive their savings.
July 11 -
Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.
July 9 -
The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.
June 28 -
Only 4% of U.S. retirees are waiting until they turn 70 to claim benefits, the age when payments reach their maximum level.
June 28 -
Careful planning can help prevent them from shrinking their benefits based on misperception.
June 27 -
It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.
June 25 -
Dual-income couples benefit less from Social Security.
June 19 -
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 -
Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.
June 17 -
Early planning for potential tax hikes is key.
June 17 -
As much as 46% believe Medicare will cover the costs of long-term care.
May 23 -
Asset reserves are projected to become depleted in 2035, a year later than previously estimated.
April 22 -
A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.
April 17 -
Clients are increasingly favoring accounts suited for emergency spending, research shows.
April 15

















