Founder of Garrett Planning Network says investors with low net worth can be served in a market where all advisers must act in their best interests.
Government pushing for greater use of annuities.
Wells Fargo report says few men or women are contributing recommended 10% to their 401(k).
Given the wide range of senior housing options now available, it's important to understand and prepare financially for the inevitable decision that each of your clients will have to make for themselves or a loved one: where should I live as I age? Working in collaboration with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we focused on the most common housing options available for older adults and their families and some of the considerations that may guide a seniors' housing selection.
Premature withdrawals from retirement accounts have become America's new piggy bank, cracked open in record amounts during lean times by people such as Cindy Cromie, who needed the money to rent a U-Haul and start a new life.
Don't get too caught up in the good times while nontraded REITs are extremely lucrative and lose sight of proper client allocations.
Mary Beth Franklin tackles three questions about Social Security survivor benefits. The questions are similar and the answer may surprise you.
Aggressive monetary easing, a shale oil boom that's lowered energy costs and improving corporate balance sheets give the world's largest economy an edge over other regions.
As Fed winds down quantitative easing, interest rate hikes will be the next whammy. But there is some good news in rising house prices.
Agency still urges all Americans to create online accounts
Earnings restrictions affect you and your spouse if you are working and collecting benefits, but they disappear at full retirement age.
Focus on the positives, but be ready to discuss the details.
Credit card companies plan a badly needed upgrade, but one report predicts chaos as companies put security chips in 1.2 billion credit and debit cards and upgrade readers at the country's 8 million sales counters.
By addressing four major challenges, advisers can help plan clients gain access to higher returns.
Premature withdrawals from retirement accounts have become America's new piggy bank, cracked open in record amounts during lean times by people such as Cindy Cromie, who needed the money to rent a U-Haul and start a new life.
On today's <i>Breakfast with Benjamin</i> menu, the latest step the Obama administration is taking to push back against Russia, plus just how much support the Clintons have among Dow Jones Index companies, and much more.
Private equity funds are probably too complicated for the average investor's retirement account, according to Principal Financial Group Inc., which provides the plans to 3.8 million people.
Sales of such products help annuities overall enjoy a strong year
Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.
