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An average 50-year-old woman in New York should begin socking away 49% of her income to her retirement account to live comfortably in her golden years, according to UBS study.
October 18
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Offering a prepaid, monitored debit card gives True Link an edge in elderly retirement advice space.
October 17
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If a family contributes approximately $6,000 per year to an HSA, compounded at 6% growth for 20 years, that's $234,000 at retirement, says expert.
October 17
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The first step is to account for any obligations or costs, an expert says.
October 16
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Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends December 7.
October 16
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Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.
October 16
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Oct. 16: Analysts say new products filling the void may reverse the trend.
October 16
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The average recipient will receive $25 more a month in 2018.
October 13
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About 28% of seniors polled by Nationwide claimed that their lives worsened after they retired.
October 12
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The annual cost-of-living adjustment could increase by as much as 2% due to inflation spurred by recent hurricanes.
October 11
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The strategy delivers good returns while addressing clients’ fears, if executed properly.
October 11 -
Social Security, pension type, and education are factors that have contributed to the rise in the retirement age since the mid-1980s.
October 10 -
The right debt strategy can help clients make better decisions with capital allocations.
October 10
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The products protect clients against losses, but significant caveats emerge in the fine print.
October 10
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Despite a sales dropoff, experts forecast growth from product innovation and latent demand.
October 10
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Clients should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.
October 6 -
Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.
October 5
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The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.
October 4
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The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.
October 4
