Surprise! Financial advisors — well, at least 125 surveyed by SEI — say they want Mitt Romney to become the next POTUS. Given that the U.S. is essentially bankrupt (that is, the net present value of the gub’ment’s future promises), I am hardly...
For developers of retirement calculators, it’s something of a Holy Grail: a system that not only helps investors figure out how much they’ll need in their golden years, but adequately factors in health care costs as part of the daunting calcul...
The National Association of Personal Financial Advisors is climbing aboard the marketing train that is attracting so many other FA organizations looking to broaden their appeal to a national investor audience.
The group, in the midst of it...
New technology allows clients to see themselves, literally, as they will be when they're old enough to retire. Research shows it could help investors save more for their golden years.
You have a client who participates in a defined benefit pension plan at work. She's near retirement and needs to make a decision: take the money as a lump sum, or receive a monthly lifetime annuity-style payment? What advice should you give? Take...
