Dollar, dollar bills, ya'll. | Image via @cashcats Instagram.
MassMutual is turning to cats and dogs to get people to save more for their retirement. The insurance company has launched a direct marketing campaign promoting the popularity of pe...
Social Security has become such a major source of retirement income for this country's elderly that even many high net worth individuals rely on it heavily. However, they aren't talking to their advisors about it...
Retirement plan keepers embracing the fiduciary rule. | Copyright Alex Wong, Getty Images
Many advisors not currently operating under a fiduciary standard were unhappy when the Department of Labor finalized its conflict of interest rule in Apr...
(Bloomberg) -- Ron Levitt could have retired 16 years ago when he sold his bustling optometry practice in Rocky Hill, Connecticut. Instead, he kept his white coat on, found two part-time gigs seeing patients and continued working...
While the Department of Labor’s recent fiduciary ruling was aimed primarily at retirement investment advisors, including consultants, broker/dealers, insurance agents and IRA providers, it contains plenty of directives that are keeping plan...
Health care is one of the largest expenses your clients will face in retirement, and helping them make good Medicare coverage decisions is a great way to add value to the relationship...
Pre-retirees expect to fund their retirement differently compared to how retirees are currently affording life after work, says HSBC’s Generations and journeys report, part of their “The Future of Retirement” research study...
(Bloomberg) -- A decade ago, the U.S. Congress said companies could tweak retirement plans to get a lot more workers to save. The 2006 Pension Protection Act made clear that employers were allowed to automatically sign up employees for a 401...
