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By Danielle Andrus, AdvisorOne |
July 17, 2012
For middle-income retirees, health care and the costs associated with it are the most surprising thing about retirement, a Bankers Life and Casualty survey found.
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By Allison Bell |
June 28, 2012
In a surprise, Chief Justice Roberts joins 5-4 opinion, justifying ruling by calling individual mandate a tax and not a penalty as stated in the law.
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By Melanie Waddell, AdvisorOne |
June 28, 2012
Despite the outcome of the ruling on the Affordable Care Act, the consensus is that the nation’s health care problems will not disappear and that Washington will still have its hands full for years to come.
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By Dan Berman, AdvisorOne |
June 27, 2012
These simple, but important, tips can help you organize your finances before and after the dissolution of your marriage.
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By Jane Wollman Rusoff |
June 27, 2012
Allen D. Rutledge is a financial advisor for our uncertain times: the struggling economy, the high market volatility, the European debt crisis—everything holding back the post-global financial meltdown’s comeback.
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By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
June 13, 2012
The new health care reform legislation contains a tax that could spell the end of employer-sponsored health coverage for many small-business employees.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
May 25, 2012
Many of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?
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By John Sullivan, AdvisorOne |
May 1, 2012
Many boomers delayed saving for retirement to save for the steep cost of their children's college education. Now, even though many boomers’ portfolios are recovering, it doesn't mean they're out of the financial wilderness just yet.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
April 4, 2012
It is not just the rich who might find themselves subject to substantially higher taxes in 2013—several initiatives in Obama’s 2013 budget proposal would eliminate many important tax benefits of retirement savings plans for upper-middle-class taxpayers.
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By Danielle Andrus, AdvisorOne |
January 24, 2012
As part of its “Managing Retirement Decisions” series, the Society of Actuaries released two retirement planning briefs in December in order to help consumers deal with some of the challenges.