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Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.
September 25 -
New research shows just how big an obstacle student debt has become to Americans' nest eggs.
September 20 -
A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.
September 20 -
Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.
September 19 -
Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.
September 19 -
In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.
September 18 -
Tax strategy, quality of life and location represent some of the main factors when considering a CCRC, according to more than a half dozen experts.
September 15 -
The Senior Citizens League anticipates a 3.2% boost to Social Security in 2024. But will it be enough?
September 14 -
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From tax concerns to investing opportunities, there are a surprising number of benefits to claiming on the earlier side.
September 12 -
Advisors should focus on investments that add income prudently while steering clear of high yield.
September 12
Aptus Capital Advisors -
Retirees get the most out of Social Security if they file at age 70. But according to new research, only 10% of Americans wait that long.
September 6 -
Raising the retirement age is once again up for debate. Is this the answer to a financially secure retirement?
August 31 -
A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?
August 30 -
The agency and the Treasury Department two-year reprieve gives retirement advisors time to prepare — and a preview of upcoming guidance about Secure 2.0.
August 29 -
Even amid high inflation and an uneven stock market, millions of Americans still strive for FIRE — "financial independence, retire early." But to keep the dream alive, they've had to change it.
August 27 -
The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.
August 25 -
Morgan Stanley Wealth Management's new digital financial education program aims to help young athletes, entertainers and emerging talent build and manage wealth.
August 24 -
World Insurance's Pensionmark unveiled a giant deal following the insurer's private equity agreement for $1 billion in financing at a valuation of $3.4 billion.
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