N.Y. Governor Andrew Cuomo, riding record approval ratings, may raise the retirement age for new workers as one step in closing a $2 billion budget gap.
by Dan Moisand
Here's why advisors should be careful about giving definitive answers to clients when they ask, "Are my retirement savings on track?" says financial advisor Dan Moisand.
U.S. public pension-fund assets fell in the third quarter by the most
since 2008 as stocks sank amid concern that Europe's debt crisis would
curb economic growth.
by Robert Laura
Our financial advisor columnist explores the mental and emotional stress baby boomers are facing over replacing their work income when they retire.
by
Karen DeMasters
Participants in 401(k) plans are moderating their holdings, shown by a
drop in the numbers of people holding almost all equity funds or having
no equity funds, a new report says.
by Jerilyn Klein Bier
Financial advisor clients potentially could be socking away more than $100,000 a
year tax-deferred with this kind of retirement plan...
by
Jim McConville
Members of Generation X and Y appear to be saving for retirement more
aggressively than their parents and grandparents, says a new survey
released by TD Ameritrade Holding Corp.
by
Jim McConville
Fidelity Investments has released Aligning Couples and Retaining Business, a new guide to help advisors engage in effective conversations with couples approaching retirement.
by
Jim McConville
U.S. companies are restoring plan contributions that were suspended or reduced since the beginning of 2008, says a new study.
Sun Life Financial Inc. (SLF), Canada's third-largest insurer, plans to
stop selling variable annuities and individual life insurance products
in the U.S.
Year-end tax planning for U.S. taxpayers may be more about what Congress will do next year to reduce the national debt and improve the economy.
Some Democratic lawmakers say that while President Barack Obama's plan
to cut payroll taxes may strengthen the U.S. economy, it may have some
unintended fallout: weakening Social Security.
by Robert Laura
Advisors can ask themselves five questions to determine the value they add to each client relationship that's beyond investment performance.
by
Jim McConville
Small businesses owners believe Americans unprepared for retirement, but 75% don't offer 401(k) or other retirement plans, says a new survey.
by
Karen DeMasters
The level of confidence of retirees and near-retirees in their finances
has popped back from the recession, but they aren't planning
for how long their money may need to last, says a new study.
The SEC's internal watchdog is
under scrutiny for comments he made to an advisor who markets a
"crash-proof retirement" plan through the Internet and a paid radio
program.
Americans are prepared to work longer in order to save enough for retirement, according to a survey by Wells Fargo.
by Dan Moisand
Running through applicable tax issues with clients as the year comes to a
close is an activity that is well received and appreciated by clients...
by Bloomberg News
A financial advisor who testified before Congress that 401(k) advisors should be fiduciaries is being investigated by the U.S...
by
Jim McConville
Most investors have some understanding of target-date funds, but the majority mistakenly believe that the funds will guarantee that their retirement income needs will be met, says a new study.
