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Over half of people in their 60s have done no retirement planning in the past three years, according to one survey; plus, Medicare's biggest problem is not what your clients think.
February 22 -
Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.
February 18 -
Asset location in three simple steps, according to Jefferson Nationals Thomas Quinn
February 17
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Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for.
February 10 -
Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.
February 9 -
One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'
January 18 -
Despite increased transparency, many participants fail to take the time to understand what they are paying in fees; Plus, how much clients should have saved at every age.
January 13 -
Retirement savers first need to decide the amount of time they have left before retiring; Plus, how clients should react to the market selloff.
January 11 -
Clients who consider buying an annuity are advised to avoid purchasing one big product and instead opt for several smaller ones; Plus, what boomers should know about required minimum distributions.
January 6 -
The government's myRA plan isn't enough to fix the retirement system, says an economics professor; Plus, Social Security options for single seniors.
January 4