-
Always check and update the beneficiary forms.
August 15 -
Can you live up to your own guidance?
August 15 -
Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.
August 14 -
Here's what keeps planners from following the advice they give clients.
August 14
-
Leave this bad influence back where it belongs — in high school.
August 14
Life Planning Partners -
Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.
August 14 -
Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.
August 13 -
Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.
August 10 -
-
More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.
August 9 -
Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.
August 8 -
Planners can help empower clients facing a transition that can feel "lonely and daunting."
August 8 -
82% of surviving spouses could have collected a higher benefit if they did things differently with their filing, according to a new report.
August 7 -
Caretakers for those with developmental challenges can feel lost when it comes to their financial options.
August 7 -
States with unfunded public employee retirement obligations will have to rely on real estate property as their ultimate collateral to deal with the risk.
August 6 -
Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.
August 6 -
Couples born many years apart need extra guidance as they prepare for their post-work lives.
August 6 -
Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.
August 6
Mercer Advisors -
Divorce is expected to be different for couples who are in their advance years than when they were younger.
August 3 -
Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.
August 2






















