-
As an alternative to placing restrictions on lump sum withdrawals, clients could provide retirees more distribution flexibility.
March 28
October Three Consulting -
Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.
March 14
-
-
The last government shutdown highlighted how many Americans ignore basic planning lessons.
February 19
-
About 19% of adults support elderly family members in some way.
February 13
-
Maryland and New Jersey are among the least-appealing places for employees to spend their post-work years, due in part to affordability, health costs and overall quality of life.
February 12
-
Virginia and Colorado are among the most-appealing locations for retirees to spend their golden years, due in part to top scores in affordability, health-related factors and overall quality of life.
February 11
-
-
Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.
February 1
-
Benefits are meant to replace just 40% of preretirement income, so many retirees should consider creating new income sources, such as running a small business or renting out a property.
January 10
