If a client talks about claiming Social Security benefits before full retirement age that don't ring true, ask questions. It could make a huge difference in their long-term financial security.
Finra is said to be investigating a handful of broker-dealers that sold VAs with subacccounts invested in hedge funds. Clients who bought the products lost $18 million, says an attorney.
Workers seem to be doing precisely what they would be expected to do with 20-page disclosure documents: Tossing them in the circular file
Jackson National Life Insurance Co.'s temporary halt on tax-free exchanges of variable annuities is in effect until Dec. 16 — but it turns out not everyone is subject to the suspension.
Some clients could come close to breaking even with the deal.
Don't miss the mark and think Obamacare covers long-term-care insurance
They badly underestimate the cost of nursing home care.
When setting up trusts, strike a balance between considering future changes and setting clear parameters to prevent abuse
Employer generosity is important, but that's not the only key to successfully saving for retirement
Companies that are flush with cash have the wherewithal to provide the best in 401(k) savings to their workers, but that doesn't mean smaller retirement plans can't run effective plans.
There are two ways for beneficiaries to increase their benefits after initially claiming them. Find out how.
Have a client who — unbeknownst to you — filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.
Normally, when you continue to work while collecting benefits before your full retirement age, you lose. But what happens when you reach 66?
Uneven recognition of same-sex marriage will make for a complicated tax year
A new tax environment means that not all charitable giving vehicles are equal. Find out how you can best reduce your gross income.
Don't celebrate just yet: financial planning pitfalls still abound
Retirement planning leaps ahead of investing, tax planning and estate planning as the top area in which couples require financial assistance
