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Millennials are already behind in savings compared to where their parents stood at similar ages.
November 29 -
Many of the bill’s provisions are taken from the Retirement Enhancement and Savings Act, which enjoyed some bipartisan support.
November 28 -
With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.
November 19Mercer Advisors -
Assisted-living expenses increased 7%, according to one study, which is triple the rate of inflation.
November 14 -
Clients should turn to their own timeline before making any changes to their portfolio during a market correction.
November 5 -
While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.
October 19 -
Premiums appear to be stabilizing finally and even dropping in some states.
October 4 -
About that tax deduction, it’s not enough of a reason to keep a mortgage. Remember, it’s only a deduction, not a credit.
October 2 -
Those new to Medicare may not realize they need to buy a separate policy to cover prescription drugs. There are some partial exceptions, but even in those cases, coverage can vary.
September 28 -
IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.
September 10