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Millennials should start setting money aside early and consistently, but without depriving themselves.
December 20 -
Some of the largest and fastest-growing economies in the world are still considered emerging markets.
December 20 -
One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.
December 19 -
Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.
December 17 -
Building income streams that mimic the predictability of a working lifestyle is a delicate skill.
December 17 -
Seniors should not only have a financial plan in place, but activities to keep them preoccupied.
December 13 -
Some people have a hard time getting their one-time pass code to log on to their My Social Security account.
December 7 -
Workers should urge their employers to offer this savings option in their 401(k) plans to save for emergency and unforeseen expenses.
December 6 -
The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.
December 5 -
The holidays are fast approaching, which means it is time to start doing some year-end tax planning.
December 3 -
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 -
Here’s how to prepare your clients, and your own practice, if dark days come and stay.
November 28
Wealth Logic -
This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.
November 26 -
"Some analysts have argued for years that the SSA’s estimates systematically underestimate future benefits for most people," an expert says.
November 21 -
Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.
November 20 -
Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.
November 19 -
Scammers can learn quite a bit of information from social media so don’t think that just because they know a couple pieces of information about you and your family that they are legit.
November 16 -
"Retiring just before a stock market peak could be ruinous to your financial health but it doesn’t have to be,” says an expert.
November 15 -
Assisted-living expenses increased 7%, according to one study, which is triple the rate of inflation.
November 14


















