(Bloomberg) -- Employer anxiety about offering you a 401(k) plan is rising rapidly, and for potentially good—and expensive—reasons. Class-action lawyers are targeting a wider variety of alleged breaches of fiduciary duty in retirement...
(Bloomberg)-- Ronald Reagan's name is invoked, mantra like, during every presidential election. Nancy, his fiery waif of a spouse, tends to get less airtime, but this fall that might change: On Sept. 21 and 22, and in an...
In the mid-1990s, one of my clients divorced their spouse, who was not my client. I did an adequate job helping him, but I could have done better. Shortly after the settlement had been signed, I read about a course that specifically helped CFPs...
(Bloomberg View) -- Last week, yet another slew of private retirement plan managers became the target of class-action lawsuits. This time it was a bunch of universities: Yale University, New York University, the Massachusetts Institute of...
Doubt they'll be as popular.
The CFP Board debuted its Center for Financial Planning late last year with the goal of furthering the development of the advisory profession. The Center’s latest effort is a series of books, to be published by Joh...
It's easy to imagine retirement as single, unbroken period that begins when work ends and lasts until death. In reality, though, retirement evolves, presenting different opportunities and income needs in each phase.
