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Darla Mercado

Darla Mercado writes about retirement issues and products, including taxes, annuities and 401(k) plans. She welcomes feedback and tips from readers on interesting topics. Outside of the newsroom, Darla spends her time inline skating, biking, running and swimming. She Tweets at: @Darla_Mercado

Displaying 965 results

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AIG’s Benmosche: Too big to fail tag no big deal

But CEO says regulators need to understand the business better.

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Too big to fail tag good for AIG, Pru shareholders, not customers

The Financial Stability Oversight Council has classified both AIG and Prudential as 'too-big-too-fail.' That's too bad for customers. Here's why.

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Pru’s all-bond VA getting lukewarm reception

Not a ton of excitement but advisers intrigued by newfangled approach.

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Tools to estimate costs

When creating a retirement plan for high-net-worth clients, many advisers don’t put a lot of their own effort…

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Health costs drop, but don’t get excited

The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000,…

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Long-term care planning requires turning focus away from health

Advisers need to break through the "cognitive dissonance" of clients.

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  • June 2, 2013

Bahl & Gaynor Investment Counsel

If there were such a thing as a hipster among RIA firms, Bahl & Gaynor Investment Counsel Inc.

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66 is magic number for retirement age

Sixty-six is the magic retirement age for those seeking full Social Security eligibility, but Medicare eligibility appears to…

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MetLife VA income benefit melting, melting

Latest product features 4% withdrawal rates; can advisers do better on their own?

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Irony alert: IRS scandal puts tax reform on hold

Tough to enact tax reform when everybody's attacking the tax man, says Vanguard's Washington watcher.