If you weren’t paying close attention to happenings in our nation’s capital around the holiday season - and who could blame you - this might have slipped your notice: Important pension reforms were signed into law that will have...

Division of an individual retirement account is permitted and doesn’t constitute a taxable distribution or rollover

No one man can replace Ric Edelman. Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.  He moved CFO Rene Chaze to the newly created COO role after going through a list of 50 some candidates, but th...

The excess earnings test may be a hidden trap

CNBC has not been the same ever since Maria Bartiromo left for Fox. | Copyright Mario Tama, Getty Images The financial TV news channel CNBC had one of its worst years on record in 2014, all while the stock markets continued to hit all-time h...

Lee Walters/iStock/Thinkstock The public doesn't trust the financial services industry, according to the CFA Institute's 2015 Global Market Sentiment Survey, and the industry is blaming itself for it. According to the survey, 63 percent of p...

Even the best advisors can trip up over Social Security. And with Baby Boomers charging into retirement, how to maximize the benefit is high on their lists of questions and concerns. Online sites and apps can help make the calculations a lot simp...

The good ole days. | Copyright George Marks, Getty Images Ever wonder how you wound up in an office cubicle instead of a private office with your own secretary, couch and wet bar? The Economist takes a deep dive into the history of the cubic...

Copyright Carl Court, Getty Images Contrary to human nature, a new study from the Columbia Business School concludes that it may, in fact, be better for investors to leave their portfolios alone, rather than make changes with even moderate f...

Eldad Carin/iStock/Thinkstock A 2014 Vanguard report found that the average 401(k) account registered with Vanguard had $101,650, an 80 percent increase in savings since the market fallout of 2008. But does that number reflect reality? Ignor...