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Posted on Dec 13, 2017 (3 days ago)

InvestmentNews

Broker, retirement groups make last-minute pleas to change tax legislation
InvestmentNews
FSI executive vice president and general counsel David Bellaire said in a statement. "We support reduction in taxes for small businesses, especially our financial advisor members." The American Retirement Association also is raising concerns about the ...

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Posted on Dec 13, 2017 (3 days ago)

Most Investors Do Not Need A Financial Advisor
Seeking Alpha
Managing one's assets is not a very time consuming or even brain intensive endeavor. Most individuals understand that you save money, invest it in some mutual funds or ETFs, and then accumulate until retirement. They get the basic retirement math; set ...

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Posted on Dec 10, 2017 (6 days ago)

Financial Advisor IQ

The Big Impact of Geography on Clients' Retirement Plans
Financial Advisor IQ
Just like in real estate, living comfortably in retirement can often come down to one word: location. Even if clients remain disciplined and follow their long-term financial plans, differences in costs of living in different parts of the country can ...


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Posted yesterday.

Congress Aims To Boost Small Business Retirement Options
Financial Advisor Magazine
It would facilitate lifetime income disclosure in employee retirement plan statements. The bill would require “benefit statements furnished to plan participants to include, at least once a year, a statement of the lifetime income stream the accrued ...


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Posted on Dec 5, 2017 (11 days ago)

Financial Advisor IQ

Gen Xers' Rising Debt Jeopardizes Their Retirement
Financial Advisor IQ
Gen Xers are also less confident than other generations in their ability to handle their finances: 34% say they can manage their money well, compared to 41% of millennials and 44% of baby boomers, according to the survey. Debt plays a big role in how ...

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Posted on Nov 30, 2017 (16 days ago)

Financial Advisor IQ

Healthcare Costs Top Client Retirement Worries
Financial Advisor IQ
The cost of healthcare isn't the only worry about retirement, however: just 20% of respondents to Northwestern Mutual's survey believe it's “extremely likely” they'll be able to tap into Social Security, according to InsuranceNewsNet.com. Overall, 47 ...


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Posted on Nov 30, 2017 (16 days ago)

Financial Advisor IQ

Break into the Retirement Plan Sponsor Market
Financial Advisor IQ
As large retirement plans continue to face increased scrutiny and litigation from employees and regulators alike, sponsors of small plans need the help and guidance of qualified advisors more than ever. Advisors serving entrepreneurs and business ...

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Posted on Dec 13, 2017 (3 days ago)

CNBC

Four reasons why your 401(k) may be a giant rip-off - CNBC.com
CNBC
America's Best 401k, a Scottsdale, Arizona-based firm that works with retirement plans, looked at 401(k) fee disclosures for 11 insurers and payroll companies that specialize in small businesses, generally plans with fewer than $10 million in assets ...

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Posted on Dec 12, 2017 (4 days ago)

Seeking Alpha

4 Paths To Retirement Income: Financial Advisors' Daily Digest
Seeking Alpha
Alexandra Macqueen, an author I follow, offers perspective on retirement saving for those lacking a defined benefit pension in her latest article appearing in today's Globe and Mail. In essence, she explains that there are different methods of ...

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Posted yesterday.

Financial Advisor IQ

Giving a Widow Permission to Move On
Financial Advisor IQ
I'd been working with a client – a widow in her 70s – for almost a decade when she started talking about moving into a retirement home. She was overweight and suffering from severe arthritis, and it was getting harder for her to move around or stand ...


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