Retirement Planning

Carl Icahn's not impressed. | Copyright Michael Nagle, Getty Images A lot of people probably wish they could replicate the moves of famous activist investors like Carl Icahn, Bill Ackman and Daniel Loeb, fund managers who have achieved hig...

TMI? | drmglc/iStock/Thinkstock One-third of Americans have no financial plan, a new study by Northwestern Mutual is reporting. The study also reflects that nearly 60 percent of Americans feel their financial planning is deficient. While t...

A taxpayer’s honorable conduct has no bearing on the taxable status of retirement account payments

The inflation rate experienced by seniors is higher than that of the overall economy. The culprit is health care. 

Just 35 percent of workers and 29 percent of retirees say that they have talked with a professional financial adviser about retirement planning.

There's a reason they call him, 'The Oracle.' | Copyright Bill Pugliano, Getty Images Which financial experts do investors have the most confidence in? According to a new Spectrem Group study, Warren Buffett has the highest credibility, co...

When and how clients save for their kids is just as important as how much.

Do you believe? | Copyright Keystone, Getty Images Earlier this year Fidelity got a lot of attention with its proposal that those making even less than $150,000 a year could still save over $1 million in their 401(k) accounts, if they star...

President Obama just signed into law the most significant reform to Medicare in years. The “doc fix” law achieves several important improvements to Medicare, but it’s likely to cost your clients money.