Investors want advice on Social Security and are willing to make changes to get it. In a recent Nationwide study, 60 percent of investors surveyed said they would switch advisors to get advice on maximizing their Social Security benefits.
Abou...
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It's an old-wives tale at this point: When the markets are bad, buy gold. Not so fast, according to data analytics platform Kensho. The firm looked at the past few market drops and how the prec...
Many broker/dealers still provide their advisors with an annual conference, complete with award dinners, appreciation events, and spousal activities. But Raymond James’ Tash Elwyn writes on LinkedIn that the more family-oriented firm events m...
Estate planning mistakes are common. Too often, there’s failure to execute a last will and testament or update beneficiary information on life insurance and qualified retirement accounts. Luckily, most estate planning attorneys can ably...
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According to FoxNews.com, a New Jersey woman used her obituary to make a final political statement to prospective mourners—don’t vote for Hillary Clinton. Elaine Fydrych succumbed after a long...
Regulators teamed up on Thursday to sue two pension companies and three individual managers for allegedly misleading consumers about the costs and risks associated with taking advanced loans on their pensions...
