Retirement Planning

Displaying 7913 results
State schools looking better and better to parents
RETIREMENT RETIREMENT PLANNING JUL 11, 2011
State schools looking better and better to parents

Out-of-sight tuition has left parents with little choice but to seek new ways to help fund their childrens' college education. One idea that's growing in popularity: crossing private universities off the apply-to list.

By John Goff
College Board's fees testing parents' patience
RETIREMENT RETIREMENT PLANNING JUL 11, 2011
College Board's fees testing parents' patience

Critics claim the College Board's charges for entrance and placement exams are getting out of hand. Says one former dean at the University of Chicago: 'The College Board is more interested in marketing and selling things than it is in its primary responsibility, promoting equity and educational opportunity.'

By John Goff
529 plans gaining traction, assets
RETIREMENT RETIREMENT PLANNING JUL 11, 2011
529 plans gaining traction, assets

A growing number of people who save for their children's college costs with Section 529 plans are steadily outpacing those parents who do not use these tax advantaged savings plans, according to a new survey by the College Savings Foundation.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUL 11, 2011
A league of their own

Tuition for private colleges may be off the chart, but state schools are getting more expensive, too. Here's the ten priciest public colleges.

By John Goff
RETIREMENT RETIREMENT PLANNING JUL 06, 2011
A league of their own: Priciest private colleges

The latest data on the most expensive private colleges in the U.S. offers up a a reminder of how dear higher education has become.

By John Goff
Skinning the cat: Lousy CD rates trigger big shift to shorter mortgages
RETIREMENT RETIREMENT PLANNING JUL 05, 2011
Skinning the cat: Lousy CD rates trigger big shift to shorter mortgages

Rather than get stuck with paltry returns on money-market funds, some investors are putting their cash to better use: they're shifting into 15-year mortgages, saving big bucks in the process.

By John Goff
RETIREMENT RETIREMENT PLANNING JUL 01, 2011
Health savings account balances rise in June

Balances in HSAs — tax-advantaged medical savings accounts — grew to some $11.7 billion in total assets, reflecting a 31% increase over last year.

By Darla Mercado
Some states rubber-stamping insurance rate hike requests, U.S. says
RETIREMENT RETIREMENT PLANNING JUL 01, 2011
Some states rubber-stamping insurance rate hike requests, U.S. says

The U.S. will review health insurer requests to raise premiums for individuals and small businesses at least 10% in 10 states, ruling that local regulators aren't adequately policing rates.

By Doug Cubberley
RETIREMENT RETIREMENT PLANNING JUL 01, 2011
AARP refutes reports that it has kowtowed to Social Security cuts

The AARP has refuted an article in today's Wall Street Journal saying the organization had a change of heart after internal debates and had decided that it would accept benefit cuts to the massive entitlement program.

By Darla Mercado
Elder financial fraud claiming nearly $3B
RETIREMENT RIAS JUN 29, 2011
Elder financial fraud claiming nearly $3B

Ah, retirement. Golf. Cruises. Leisurely walks. And getting financially abused by family members, strangers and businesses.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUN 29, 2011
Retirement savings tax breaks targeted

By Mark Schoeff Jr.
Lawmakers look to tighten the 401(k) tap
RETIREMENT RETIREMENT PLANNING JUN 29, 2011
Lawmakers look to tighten the 401(k) tap

Aim to get rid of debit cards for the retirement plan, reduce number of loans workers can take

By John Goff
'Lost Decade' for many U.S. cities looms as job growth stagnates
RETIREMENT RETIREMENT PLANNING JUN 27, 2011
'Lost Decade' for many U.S. cities looms as job growth stagnates

A quarter of America's metropolitan areas have jobless rates of 10% or more, above the national average, and many won't see jobs return to pre-recession levels for years.

By Doug Cubberley
John Hancock introduces retirement plan fiduciary program for advisers
RETIREMENT RETIREMENT PLANNING JUN 26, 2011
John Hancock introduces retirement plan fiduciary program for advisers

John Hancock's new fiduciary program for high-end advisers beats coming regulation to the punch

By Darla Mercado
GAO pans financial literacy programs
RETIREMENT RIAS JUN 26, 2011
GAO pans financial literacy programs

A federal certification would strain resources; some simple approaches help

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 26, 2011
Neuberger bulking up DC squad

Seeking to enlarge its footprint in the small- and midmarket-retirement-plan area, Neuberger Berman LLC has brought on a trio of wholesalers

By Darla Mercado
Couples: Talk about retirement plans, finances
RETIREMENT RETIREMENT PLANNING JUN 24, 2011
Couples: Talk about retirement plans, finances

A Fidelity survey of married couples finds that they aren't on the same page when it comes to retirement planning, finances.

By Lavonne Kuykendall
Wealthy may see double-digit hike in taxes
RETIREMENT RIAS JUN 24, 2011
Wealthy may see double-digit hike in taxes

A raft of likely new taxes and rising taxes will hit the well-off hard in the wallet, say planning experts. How hard? Some can expect double-digit hikes. Yikes.

By John Goff
For RIAs, time is ripe to pick off 401(k) assets
RETIREMENT RIAS JUN 24, 2011
For RIAs, time is ripe to pick off 401(k) assets

Planned regulations will hike the standard of care for those who advise DC plans. That should give RIAs a good chance of picking off assets from brokers and wirehouse advisers.

By Lavonne Kuykendall
RETIREMENT RETIREMENT PLANNING JUN 22, 2011
Wealthy get healthy as ranks of urban rich swell

Number of high net worth individuals swells, as markets recover; good two years for Houston

By Bloomberg