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The Seven Most-Googled Financial Topics in the United States
Jun 10, 2019
A new survey found that income taxes, insurance and mortgages were among the top financial topics searched on Google.
U.S. Supreme Court
Supreme Court Will Hear Intel Bid to Limit Retirement-Plan Suits
Jun 10, 2019
Intel claims the lawsuit by ex-employee Christopher Sulyma was filed outside the three-year statute of limitations.
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These Ads Could Be Bad for Your Clients' Financial Health
Jun 04, 2019
Peddlers of retirement products need to give consumers better information.
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Michael Kitces' #FASuccess Podcast: How Jania Stout Shows Her Clients Her Value
Jun 04, 2019
Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.
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“Investor Inertia” and Making Up for Lost Time
Jun 03, 2019
Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.
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Required Minimum Distributions Likely to Change
May 29, 2019
Value of inheritances may be diminished.
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In Some States 15% of the Population Collects Social Security
May 24, 2019
Last year, 14 states had a population made up of more than 15% retirees. Vermont, Maine and Florida had the highest proportion.
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Retirement Spending Triage
May 24, 2019
What costs should advisors and clients really be worried about?
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How to Build a Retirement Plan that Lasts
May 23, 2019
Planning for retirement requires more than just placing clients in sound investments. It includes taking into account outside factors like health care costs, inflation, inheritances and charitable giving.
US. House of Representatives
House Passes 'Critical' Retirement Overhaul
May 23, 2019
New parents, RMDs, MEPs and more would feel the impact of the SECURE Act if it becomes law.
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