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Every election year brings a certain degree of uncertainty to the financial markets, making life a bit more complicated for financial advisers and clients trying to anticipate how whatever happens in November will impact publicly traded companies, the tax code, Social Security and the full gamut of investment products going forward.
Americans, particularly baby boomers, are more nervous about and unprepared for their retirement today than at any time in history.
Before putting a bow on 2011, advisers and their clients should take the time to nail down these four key aspects of their finances to ensure financial planning success in 2012, according to M&I, a part of the BMO Financial Group.
American workers are becoming more and more pessimistic about their retirement prospects, according to a new survey by Sun Life Financial, but those who have invested in annuities or hold long-term care insurance are decidedly more confident.
FINRA this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs.
Financial Industry Regulatory Authority, Inc. this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs.
HR/benefits managers looking for new and more effective ways to interact with baby boomer employees should be inspired by a new Pew Research Center report that found social networking participation among this highly coveted group surged more than 60% in the past year.
The decline in property values across most of the country, a prolonged recession, and plain old negligence and shortsightedness on the part of American workers have all combined to make retirement more a fantasy than a reality for tens of millions of baby boomers.
A new report from MetLife suggests that financial advisers need to do a better job of educating their clients about the importance of managing their emotions as well as their spending and investing behavior during and close to retirement.
A new report from MetLife suggests that financial advisers need to do a better job of educating their clients about the importance of managing their emotions as well as their spending and investing behavior during and close to retirement just as they did presumably when they were younger and saving up for their golden years.
Chief financial officers at some of the nation's largest banks and financial services firms are downright bullish on the U.S. economy's overall outlook but nagging concerns about health care reform and the uncertainty of those costs are tempering their optimism.
Chief financial officers at some of the nation's largest banks and financial services firms are downright bullish on the U.S. economy's overall outlook but nagging concerns about health care reform and the uncertainty of those costs are tempering their optimism.
A perfect storm combination of eroding Social Security trust funds, high unemployment and a flood of baby boomers all hitting retirement age at the same time will put enormous strain on the system for the next two decades and result force retirees and their advisors to come up with alternative retirement income plans and strategies to make ends meet.
At a time when more Americans than ever are petrified they won't have enough set aside for retirement, a new LIMRA survey suggests that peace of mind could be just a phone call away.
Despite the warnings from financial planners, relatives and the media, nearly two-thirds of baby boomers surveyed said Social Security will be either an "extremely" or "very" important source of income when they retire.
The stunning decline in property values across most of the country, a prolonged recession and plain-old negligence and shortsightedness on the part of American workers have all combined to make retirement more a fantasy than a reality for tens of millions of baby boomers who will soon turn 65 years of age.
About 40 years ago, they were told to cut their hair and find a real job. Today, this same massive segment of the American population, better known as baby boomers, is getting another ultimatum: Stop spending so much money and work even longer at that real job.
Insurance companies and investment firms offering retirement services to companies large and small are learning that attention to detail and improved communication with the plan sponsors and, indirectly, plan participants can dramatically improve their customer retention and satisfaction rates.
Uncertainty about fluctuating interest rates and rapidly spiraling health care costs were cited as the two largest fears of both retirees and pre-retirees, according to a new survey conducted by the Schaumberg, Ill.-based Society of Actuaries.
American workers exited 2010 with more than $10.2 trillion invested in employer-sponsored retirement plans, up10% from the $9.3 trillion in play at the close of 2009, according to a new report from Chicago-based investor consultant Spectrem Group.