Retirement Planning http://wealthmanagement.com/taxonomy/term/6605/more en Social Security Adminstration Clears Up Same-Sex Marriage Penalty http://wealthmanagement.com/retirement-planning/social-security-adminstration-clears-same-sex-marriage-penalty <div class="node-body article-body">The Social Security Administration (SSA) recently took emergency steps to clear up a penalty levied against same-sex married couples as a result of the agency’s previous refusal to recognize their marriages. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/social-security-adminstration-clears-same-sex-marriage-penalty" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/social-security-adminstration-clears-same-sex-marriage-penalty#comments High Net Worth Retirement Planning Public Wed, 04 May 2016 19:36:00 +0000 1175361 at http://wealthmanagement.com Jamie Rector/Getty Images Berlau: Why the DOL Rule Is Bad for Small Savers http://wealthmanagement.com/commentary/berlau-why-dol-rule-bad-small-savers <div class="field-byline"> John Berlau </div> <div class="node-body article-body">The fiduciary rule could curtail alternative assets in retirement accounts.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/berlau-why-dol-rule-bad-small-savers" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/berlau-why-dol-rule-bad-small-savers#comments Industry Commentary Retirement Planning Wed, 04 May 2016 09:10:00 +0000 1167021 at http://wealthmanagement.com <p>John Berlau</p> Weissbluth: A Watered-Down Fiduciary http://wealthmanagement.com/commentary/weissbluth-watered-down-fiduciary <div class="field-deck"> What will become of the financial industry’s strongest indicator of integrity? </div> <div class="node-body article-body">What will become of the financial industry’s strongest indicator of integrity?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/weissbluth-watered-down-fiduciary" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/weissbluth-watered-down-fiduciary#comments Industry Commentary Retirement Planning Tue, 03 May 2016 09:05:00 +0000 1166071 at http://wealthmanagement.com Roper: Middle-Income Savers Big Winners From DOL Conflict Rule http://wealthmanagement.com/commentary/roper-middle-income-savers-big-winners-dol-conflict-rule <div class="field-byline"> Barbara Roper </div> <div class="node-body article-body">The big winners of the DOL’s conflict of interest rule were middle-class workers and retirees who’ve managed to set aside modest savings to fund a secure and independent retirement.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/roper-middle-income-savers-big-winners-dol-conflict-rule" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/roper-middle-income-savers-big-winners-dol-conflict-rule#comments Industry Commentary Retirement Planning Tue, 03 May 2016 09:00:00 +0000 1164931 at http://wealthmanagement.com <p>Barbara Roper</p> Morningstar Launches New Client Portal http://wealthmanagement.com/blog/morningstar-launches-new-client-portal <div class="node-body blog-body">Morningstar launches customizable client portal, kids get into the act at Berkshire Hathaway annual meeting and U.S. pastors feeling financial hardship.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/morningstar-launches-new-client-portal" target="_blank">read more</a></p> http://wealthmanagement.com/blog/morningstar-launches-new-client-portal#comments Industry Technology Blogs Client Relations Retirement Planning The Daily Brief Tue, 03 May 2016 09:00:00 +0000 1173081 at http://wealthmanagement.com It’s All in Their Heads http://wealthmanagement.com/blog/it-s-all-their-heads <div class="node-body blog-body">Most retirees don't have a written retirement plan, fear of inflation worries Americans and Vanare partners with Quovo.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/it-s-all-their-heads" target="_blank">read more</a></p> http://wealthmanagement.com/blog/it-s-all-their-heads#comments Technology Blogs Retirement Planning The Daily Brief Mon, 02 May 2016 10:00:00 +0000 1171651 at http://wealthmanagement.com The Baby Boomer Retirement Savings Crisis Shifts Gears http://wealthmanagement.com/retirement-planning/baby-boomer-retirement-savings-crisis-shifts-gears <div class="node-body article-body">Recovering markets have boomers less worried about being able to retire and more concerned with making the money last.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/baby-boomer-retirement-savings-crisis-shifts-gears" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/baby-boomer-retirement-savings-crisis-shifts-gears#comments High Net Worth Retirement Planning Fri, 29 Apr 2016 14:44:00 +0000 1170791 at http://wealthmanagement.com IPGGutenbergUKLtd/iStock/Thinkstock There's Rare Good News on the Retirement Front http://wealthmanagement.com/retirement-planning/theres-rare-good-news-retirement-front <div class="field-byline"> Suzanne Woolley </div> <div class="node-body article-body">Retirement savers are upping their game: A record 13.6 percent of 401(k) participants raised their savings rate during the first quarter this year.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/theres-rare-good-news-retirement-front" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/theres-rare-good-news-retirement-front#comments Retirement Planning Fri, 29 Apr 2016 13:58:00 +0000 1171431 at http://wealthmanagement.com Copyright Chip Somodevilla, Getty Images UBS Is On Election Watch http://wealthmanagement.com/blog/ubs-election-watch <div class="node-body blog-body">UBS creates ElectionWatch, BlackRock sees a manufacturing recession and how retirees should invest.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ubs-election-watch" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ubs-election-watch#comments Markets Taxes Blogs Asset Management Retirement Planning Wirehouse The Daily Brief Fri, 29 Apr 2016 10:00:00 +0000 1170601 at http://wealthmanagement.com How Americans Blow $1.7 Trillion in Retirement Savings http://wealthmanagement.com/retirement-planning/how-americans-blow-17-trillion-retirement-savings <div class="field-byline"> Ben Steverman </div> <div class="node-body article-body">According to a National Bureau of Economic Research study, "present bias" and others are holding back millions of Americans from saving enough money for that ultimate future need: retirement.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/how-americans-blow-17-trillion-retirement-savings" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/how-americans-blow-17-trillion-retirement-savings#comments Retirement Planning Thu, 28 Apr 2016 14:41:00 +0000 1170241 at http://wealthmanagement.com AlexRaths/iStock/Thinkstock