Retirement Planning Articles

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Annuity Trade Group Names LPL President As Chairman

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The Insured Retirement Institute, the trade group for the annuities industry, named LPL Financial President Robert Moore as its new chairman Wednesday.

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Social Security Benefits From Former Spouses

by Dan Moisand

In many cases you'll be able to help clients get more in benefits if you understand how they can collect on their former spouses' work records, says columnist Dan Moisand.

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Pimco Dominance In Question As Advisors Flee Funds

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After Bill Gross announced his departure from Pimco, some advisors didn’t waste time before pulling clients’ money out of the firm's funds, one of which is the largest in 401(k) plans.

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Guardian Offers Student Loan Coverage

by FA Staff

Guardian Offers Student Loan Coverage The Guardian Life Insurance Co. is offering coverage for people concerned about being able to pay student loans if they become ill and can’t...

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Union Provides Niche Market For Advisor

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J. Graydon Coghlan, a California financial advisor, wants to help other advisors break into the difficult market of serving union members.

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Snowden Lane Partners Adds $400 Million Team

by FA Staff

Harbor Wealth Management Group has joined the firm from UBS.

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Vanguard, BlackRock May Reap Billions From Pimco After Gross Exit

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Vanguard Group and BlackRock Inc. could be prime destinations for hundreds of billions of dollars in assets that may flee Pimco in the wake of the sudden exit of Bill Gross.

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It Happens: Seniors With Student Debt—And Smaller Social Security Checks

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A growing number of seniors are discovering the federal government plans to take part of their Social Security benefit to pay off delinquent student loans, tax bills, child support or alimony.

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J.P. Morgan Strategist Warns Affluent Against Retiring Early

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Even among the affluent, retiring early can be risky.

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MassMutual Prepares To Launch The Society Of Grownups

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MassMutual’s new endeavor hopes to engage young adults about financial issues.

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