The vast majority, 60 percent, of advisors manages at least one retirement plan. Yet 91 percent of registered investment advisors are only “accommodating,” rather than actively growing, that segment of the business, according to a new...
Retirement confidence is rebounding after a seven-year decline, with 18 percent of workers now very confident in their financial security in retirement, up from 13 percent in 2013, according to a new survey the Employee Benefit Research Institute...
“How’s the rainy day fund coming along?” I get this question every time I talk with my financial adviser. The answer: not so well. And I write about personal finance and retirement issues for a living...
Research suggests that daily behavior determines economic outcomes...
There are several retirement planning options available to clients in their 50s.
The long anticipated roll out of the Affordable Care Act has come and is in full swing now. Aside from some technical glitches during the first month, the health insurance exchanges are operational and open for enrollment. However...
A good financial plan revolves around a single number: The date when your client plans to retire. But the number isn’t set in stone. Almost half of current retirees say they quit work earlier than planned, the result of job loss or health...
