by
Ben Mattlin
The 60/40 model is still viable, but it's not a "one-size-fits-all" solution, strategist Todd Schlanger said.
by
Tracey Longo
If confirmed, Martin O'Malley would oversee one of the U.S.'s largest social programs.
by
Jeff Stimpson
The changes could provide clients with significant savings, advisors say.
by
Jeff Stimpson
The sharp rise in interest rates since March 2022 has created a surge in clients looking to deploy their cash.
by
Jennifer Lea Reed
For the 41% of parents who have adult children living with them, the financial hit is real.
by
Jeff Stimpson
Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.
by
Karen DeMasters
In a volatile market, there are new ways retirees will want to seek income after they leave work.
by
Jennifer Lea Reed
Some near-retirees should ditch the savings plan and drop serious cash on their dreams.
by
Edward Hayes
Sponsors are increasingly making advisors available to plan participants, the company said in new report.
by
Edward Hayes
Longer lifespans require advisors to be more innovative when planning for retirement income, the company says in a new report.
by
Jacqueline Sergeant
That forecast reflects a jump from 2.7% forecasted by the Senior Citizens League last month.
by
Jeff Stimpson
The timing of retirement withdrawals can have a big impact on taxes, advisors say.
by
Jennifer Lea Reed
DC plans increasingly are offering retirees income-producing products, a company report says.
by
James G. Blase
A couple's retirement withdrawals must take their brackets (and their children's) into account.
by
Tracey Longo
Relocating to a cheaper housing market can unlock at least $100,000 in assets for most retirees, company researchers say.
by FA Staff
Retirees in these cities get the most from their income when costs and taxes are considered, according to SmartAsset.
by
Karen DeMasters
William Reichenstein and William Meyer say marginal tax rates need to be used for calculating withdrawal rates.
by
Jennifer Lea Reed
That's a problem since the average U.S. pre-retiree has only saved about $110,000, a Northwestern Mutual report says.
by
Suzanne Woolley
Experts in how the program works share their ideas on how to modernize the safety net and make it sustainable.
by
Karen DeMasters
It's still the wild west when it comes to picking a retirement strategy, Pfau said.
