Lost Track of an Old 401(k)? Here’s a Plan to Help You Find Your Money

Sep 19, 2016

(Bloomberg) -- It’s surprisingly easy to lose track of your retirement savings, leaving them to be eaten up by inflation and fees—or even seized by the state...

Finding the Right Independent Record Keeper

Sep 14, 2016

The record keeping industry’s competitive challenges are well known: Lower fees, increasing regulatory requirements and higher technology costs are frequently cited. One result from these pressures is consolidation, and it’s estimated...

Why More Women Than Ever Are Putting Off Retirement

Sep 14, 2016

(Bloomberg) -- More and more older Americans are working longer. Women, new research suggests, are much of the reason why...

The Wealth Transfer Has Already Begun

Sep 13, 2016

The next generation. Copyright Evan Agostini, Getty Images Ultra high net worth individuals will transfer $3.9 trillion to the next generation by 2026, down from $4.1 trillion estimated in 2014, according to a new report by Wealth-X and NFP. T...

America’s Biggest 401(k) Adviser Has a Plan to Manage All of Your Money

Sep 12, 2016

(Bloomberg) -- Most people go to the doctor for medical advice. Why can’t we all get a checkup for our financial health, too...

DOL Rule a Bad Neighbor for State Farm

Sep 12, 2016

Moving on. | Copyright Tim Boyle, Getty Images State Farm is tweaking its product offerings available to its agents, and the Department of Labor’s fiduciary rule is partly to blame. Currently about 12,000 of the insurer’s agents are licensed t...

Gene Wilder's Typical Retirement a Rarity Among Celebs

Sep 09, 2016

Gene Wilder was one of a kind as a comedian, but he also may be unique for a different reason: the relatability of his retirement success story...

The Labor Day Guide to Putting Your Money to Work

Sep 02, 2016

(Bloomberg) -- Retailers use Labor Day to sell us "elegant" fire pits and pom-poms for handbags (yes, an accessory for an accessory). That isn't quite what the holiday is about. It's about work. So instead of adding to debt...

State-Run Retirement Plans Made Easier Under New Obama Rules

Aug 26, 2016

(Bloomberg) -- States and large cities can more easily establish their own retirement programs for private-sector workers under new rules the Obama administration announced Thursday, which are aimed at expanding the number of Americans with...

Maybe You’re Not as Stupid as Your Financial Adviser Thinks

Aug 25, 2016

(Bloomberg) -- Investors need to be saved from themselves...