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Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.
September 13 -
Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.
September 10 -
Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.
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 -
Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.
August 8 -
Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.
July 31 -
Seniors need to be mindful of enrollment deadlines with Medicare.
July 25 -
We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says an expert.
June 8 -
Benefits are based on how much someone earns in their top 35 working years. So if there are fewer years in someone's career, their monthly retirement checks will be lower. Check out the other reasons clients could receive less.
May 24 -
Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.
May 21 -
This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.
May 11 -
More than 25 million workers resigned and left at least one retirement account with their former employer between 2004 and 2013, according to the U.S. Government Accountability Office.
April 30 -
The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.
March 6 -
Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.
October 20 -
Thinking outside the box may help the budding advisor survive the lean early years.
October 13 -
Advisors' best strategies for dealing with college loans.
September 20 -
The answer is in the investment details. If your employer offers a match, contribute at least enough money to get it since matches amount to "free money."
September 12 -
Fifth Third Bank tweaks microinvesting premise with software that rounds up debit card purchases to help pay back educational loans.
September 5 -
Fintech entrepreneurs with a common mission: to help planners, not disrupt them.
August 30 -
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
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