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Retiring at a time when the market is down is the biggest risk that investors will face. Here’s how to minimize the impact of a market slowdown.
March 26 -
The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.
March 20 -
Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.
March 5 -
Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.
February 21 -
Solid financial planning is a key component in helping demystify these government programs.
February 2 -
Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.
December 14 -
Small firms are allowed to set up multiple-employer plans, but the government needs to "simplify and rationalize the rules" for these types of plans, says an expert.
December 7 -
Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.
November 29 -
In September, the inflation rate was 2.23%, slightly higher than the proposed Social Security increase. So realistically, recipients "will not be better off at all."
November 24 -
Tax cuts today will increase deficits and future retirees will bear the brunt in reduced Medicare and Social Security benefits, according to one expert.
November 22