-
By Joyce Hanson, AdvisorOne |
April 22, 2013
T. Rowe Price's Benefits Evaluator helps advisors calculate the goals-based annual dollar amount that clients stand to claim from Social Security under a variety of scenarios.
-
By Danielle Andrus, AdvisorOne |
March 26, 2013
Longevity, one of the major risks investors face in retirement, is also one of the furthest things from their minds.
-
By Danielle Andrus, AdvisorOne |
February 20, 2013
Social Security is an important part of planning for female clients and can attract them to advisors’ practices, according to a webinar held on Wednesday.
-
By Bob Clark, AdvisorOne |
January 16, 2013
I suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.
-
By Gil Weinreich, AdvisorOne |
January 8, 2013
Two researchers argue that the Social Security Administration is using outdated methods to project longevity and therefore understates the system’s shortfall by two years.
-
By John Sullivan, AdvisorOne |
October 19, 2012
While an extra $500 a year might not sound like much, compounding interest over a 20- or 30- year period could result in a sizable sum.
-
By Melanie Waddell, AdvisorOne |
October 16, 2012
“This reflects the growing trend of health-related expenses eating into retirement income,” the IRI president said.
-
By Melanie Waddell, AdvisorOne |
October 8, 2012
The Social Security Administration warned Friday that “drastic funding cuts” proposed by the House would dramatically impact service to seniors and other beneficiaries and “needlessly” waste taxpayer dollars.
-
By Gil Weinreich, AdvisorOne |
August 27, 2012
A new study finds advisors tend to overlook the complex interactions of retirement, spousal and survivor benefits. The result is especially detrimental to widows, says Andrew Biggs of the American Enterprise Institute.
-
By Joyce Hanson, AdvisorOne |
August 3, 2012
American women may think they’re good at penny-pinching, but it turns out that they’ll need to save even more if they want to feel secure in retirement.