One thing pre-retirees never talk about but should
Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.
Fixed income
Can bonds disrupt your retirement?
The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.
Benefits Think Incentive compensation that is never subject to income tax — too good to be true?
Incentive stock options can provide “special” tax treatment to the recipients if certain requirements are satisfied.
Casey K. Fleming
Foley & Lardner
Avoiding the storms in your retirement portfolio
When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.
Benefits Think Don’t panic! Proactive steps to reduce market volatility fears
When the Dow soars and dives, advisers need to reassure clients that their employees’ retirement nest egg is safe.
Donald Speakman
The Speakman Financial Group
Tanimura & Antle contributes $21.7 million to employee stock ownership plan
The payment allows the plan to allocate shares of stock to each eligible worker valued at nearly 18% of eligible wages earned during 2017.
How to protect a retirement plan in a down market
Elderly workers should make sure they have enough fixed-income in their retirement portfolios to spin off cash to cover the gap between income and expenses until the market recovers.
‘How’s your 401(k) doing?’ is a good question to ask right now
Despite the recent market downturn, workers should remain invested in their employer-sponsored 401(k) plan.
Popular 401(k) funds are packed with tech stocks
Recent volatility in popular technology stocks is a reminder to check the tech weighting in your retirement portfolio.
70 is the new 65 for retirement
Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,
70 is the new 65 for retirement
Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,
Older workers may have to postpone retirement under GOP plan
The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.
Older Americans may have to postpone retirement under GOP plan
The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.
Why clients should file for Social Security benefits before 67
Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.
Why clients should file for Social Security benefits before 67: Retirement Scan
Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.
MetLife says volatility challenges IPO path for retail unit
Insurer seeking to exit a U.S. retail unit says the risk of large equity market swings would be one reason to favor a spinoff, rather than an initial public offering.
When dementia threatens clients’ money: Retirement Scan
One concrete step for advisers it to work with a care manager and a knowledgeable elder lawyer to petition the court to appoint a guardian or conservator.
When dementia threatens clients’ money: Retirement Scan
One concrete step for advisers it to work with a care manager and a knowledgeable elder lawyer to petition the court to appoint a guardian or conservator.
Retirement savings choices are poised to shrink: Retirement Scan
Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.
Retirement savings choices are poised to shrink: Retirement Scan
Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.
