Retirement Planning Articles

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Women Tap Social Security Benefits Too Early, Survey Says

by FA Staff

Most women take Social Security too early, despite the fact that they live longer than men, Nationwide Financial says.

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Parents Struggle To Save For College, CFP Board Finds

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Parents' own student loan debt prevents them from saving for their children’s college expenses, a CFP Board survey has found.

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LPL Financial Adds $1.2 Billion Team To Platform

by FA Staff

Grand Rapids, Mich.-based StreamSong Advisors is a newly formed independent advisory firm focusing on high-net-worth investors.

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Sustainable Spending For Retired Clients

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An "endowment" spending approach may help retired clients preserve the value of their portfolios, says Jan Blakeley Holman, director of advisor education at Thornburg Investment Management.

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10 Worst Cities For Retirement

by FA Staff

The personal finance Web site WalletHub says the following cities came up short for retirees based on their job prospects, cost of living and recreational activities.

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Don't Throw Away Social Security Benefits, Advisor Warns

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Couples often do not understand they can file for Social Security benefits on their spouse's earnings record, says a retirement specialist.

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Senate Leader: 'Worth Looking At' Auto IRA For Workers Without Pensions

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The Senate Finance Committee Chairman told a panel that an automatic government-sponsored IRA for workers not covered by an employer pension plan is worth considering.

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Retiring Baby Boomers Will Dampen U.S. Economy For Years

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The shrinking workforce is holding down the expansion of the U.S. economy, say two executives with J.P. Morgan Funds.

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Romney-Sized IRAs Get Scrutiny As U.S. Studies Tax Breaks

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About 9,000 U.S. taxpayers have each accumulated at least $5 million in IRAs, said the GAO, raising questions about some investors’ tax-advantaged returns.

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FA Leaders Named To Senior Fraud Panel

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IAA, Wells Fargo and Lincoln Investments executives will serve on the NASAA panel.

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