Retirement Planning http://wealthmanagement.com/taxonomy/term/6605/more en Social Security and Government Employees Part 3: Government Pension Offset http://wealthmanagement.com/retirement-planning/social-security-and-government-employees-part-3-government-pension-offset <div class="field-deck"> The reduction of spousal benefits </div> <div class="node-body article-body">Let's discuss the government pension offset which is used to reduce Social Security spousal benefits to offset a perceived “windfall.”</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/social-security-and-government-employees-part-3-government-pension-offset" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/social-security-and-government-employees-part-3-government-pension-offset#comments Retirement Planning Public Fri, 28 Aug 2015 17:20:00 +0000 979161 at http://wealthmanagement.com Managed Accounts in The Workplace http://wealthmanagement.com/retirement-planning/managed-accounts-workplace <div class="node-body article-body">Managed accounts are, arguably, a better option than target-date funds for 401(k) portfolios’ safe harbor options. So, why aren’t there more of them? </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/managed-accounts-workplace" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/managed-accounts-workplace#comments Retirement Planning Fri, 28 Aug 2015 10:00:00 +0000 974181 at http://wealthmanagement.com Shivendu Jauhari/iStock/Thinkstock A New Paradigm: Truly Multigenerational Planning http://wealthmanagement.com/estate-planning/new-paradigm-truly-multigenerational-planning <div class="field-deck"> Help families achieve a diversity of shared goals </div> <div class="node-body article-body">Mark Gerson Gilfix and Michael Gilfix, a father and son duo, explore how this new archetype helps attain expectations and needs that aren’t readily accommodated by traditional approaches</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/new-paradigm-truly-multigenerational-planning" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/new-paradigm-truly-multigenerational-planning#comments Estate Planning Retirement Planning Premium T&E Thu, 27 Aug 2015 14:46:00 +0000 977711 at http://wealthmanagement.com Young Workers in Target-Date Funds Hit Hard By Market Drop http://wealthmanagement.com/retirement-planning/young-workers-target-date-funds-hit-hard-market-drop <div class="node-body article-body">As the stock market has whipsawed over the past two weeks, young workers who have all their retirement funds tied up in long-range target-date funds may have been the hardest hit.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/young-workers-target-date-funds-hit-hard-market-drop" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/young-workers-target-date-funds-hit-hard-market-drop#comments Markets Retirement Planning Thu, 27 Aug 2015 13:00:00 +0000 977491 at http://wealthmanagement.com Copyright Andrew Burton, Getty Images Where to Retire in 2015: 150 Cities Ranked http://wealthmanagement.com/retirement-planning/where-retire-2015-150-cities-ranked <div class="node-body gallery-body">More than ever, many investors are considering moving to maximize the savings available to them in retirement. Here are 150 of the largest U.S. cities, ranked by their quality of life, health care and affordability.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/where-retire-2015-150-cities-ranked" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/where-retire-2015-150-cities-ranked#comments Third-Party Research Retirement Planning Wed, 26 Aug 2015 19:00:00 +0000 975761 at http://wealthmanagement.com Retirement Planning Strategies under the Scrutiny of the Federal Fisc http://wealthmanagement.com/retirement-planning/retirement-planning-strategies-under-scrutiny-federal-fisc <div class="node-body article-body">President Obama's proposed budget for 2016 shows that some retirement planning strategies have drawn the attention of the Federal government and may be subject to future legislative limitations. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/retirement-planning-strategies-under-scrutiny-federal-fisc" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/retirement-planning-strategies-under-scrutiny-federal-fisc#comments BakerHostetler Retirement Planning Wed, 26 Aug 2015 13:24:00 +0000 976431 at http://wealthmanagement.com Copyright Chip Somodevilla, Getty Images Social Security Big Opportunity for Advisors http://wealthmanagement.com/retirement-planning/social-security-big-opportunity-advisors <div class="node-body article-body">Investors want advice on Social Security and are willing to make changes to get it. A majority of investors recently surveyed said they would switch advisors to maximize their Social Security benefits.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/social-security-big-opportunity-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/social-security-big-opportunity-advisors#comments Third-Party Research Retirement Planning Tue, 25 Aug 2015 16:53:00 +0000 975421 at http://wealthmanagement.com Copyright Justin Sullivan/Getty Images No Safety in Gold http://wealthmanagement.com/blog/no-safety-gold <div class="node-body blog-body">It's an old-wives tale at this point: When the markets are bad, buy gold. Not so fast, according to data analytics platform Kensho. </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/no-safety-gold" target="_blank">read more</a></p> http://wealthmanagement.com/blog/no-safety-gold#comments Legal Markets Blogs Strategies Client Relations Retirement Planning The Daily Brief Tue, 25 Aug 2015 09:00:00 +0000 974231 at http://wealthmanagement.com Social Security and Government Employees: Part 2 http://wealthmanagement.com/retirement-planning/social-security-and-government-employees-part-2 <div class="field-deck"> Windfall elimination period </div> <div class="node-body article-body">Let’s look at the windfall elimination provision, which is used to reduce a worker’s Social Security benefits to offset the perceived windfall.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/social-security-and-government-employees-part-2" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/social-security-and-government-employees-part-2#comments Retirement Planning Public Mon, 24 Aug 2015 14:54:00 +0000 973921 at http://wealthmanagement.com zimmytws/iStock/Thinkstock What To Do On Monday About That Stock Market Selloff http://wealthmanagement.com/client-relations/what-do-monday-about-stock-market-selloff <div class="field-byline"> Linda Stern </div> <div class="node-body article-body">Last week's $1 trillion stock market selloff was scary. After almost seven years of bull market, we were all reminded of the fallibility of our retirement accounts and college nest eggs - as in: yikes, this can really fall fast.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/what-do-monday-about-stock-market-selloff" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/what-do-monday-about-stock-market-selloff#comments Markets Client Relations College Planning Retirement Planning Mon, 24 Aug 2015 11:00:00 +0000 973621 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images