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Forbes - Retirement

Forbes - Retirement

Copyright: Copyright 2018 Forbes LLC

It's Hard To Beat This Blue-Chip REIT

Thu, 22 Feb 2018 07:00:00 -0500

In terms of predictability, Realty Income is the quintessential “sleep well at night” REIT and the latest earnings results validate that point.

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Immigration Curbs Will Weaken Social Security

Wed, 21 Feb 2018 15:20:00 -0500

Proposals to limit immigration would shrink the US workforce, reduce payroll tax revenue, and damage Social Security.

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Divorce: Investing Your Financial Settlement

Wed, 21 Feb 2018 15:01:00 -0500

Post-divorce, if you are the “nonmoneyed spouse”, it is important to get a handle on your financial settlement and find a way for it to work for you and generate sufficient returns for the next 10, 20 or 30 years.

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7 Big Estate Planning Mistakes - Part 1

Wed, 21 Feb 2018 12:38:00 -0500

Estate planners see a high percentage of clients with the same mistakes in their plans. The odds are your plan has one or more of these mistakes, especially if it hasn't been revised in the last three years.

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Is The Market Vulnerable? Let Me Count The Ways

Wed, 21 Feb 2018 12:18:00 -0500

I will show you 5 pictures that all lead me to the same conclusion: while the broad stock and bond markets can go further to the upside for longer than any of us can imagine, the level of risk to those who simply stand by and root for a continuation of the last decade’s tailwinds is huge.

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When A-Rated Municipal Bonds Yielded 14%+ Tax Free

Wed, 21 Feb 2018 12:00:00 -0500

Tax free municipal bonds paid 14% yields in 1981 and some investors bought them from strangers on the phone.

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Study: 1 In 4 Don't Know A New Tax Bill Was Signed

Wed, 21 Feb 2018 10:02:00 -0500

Americans are a little behind when it comes to tax laws. For instance, about a quarter aren’t aware that a new tax bill was signed into law in 2017, according to a new NerdWallet study. Here's what you should know.

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Impact PartnersVoice: Mistakes To Avoid When You're Ready To Retire

Wed, 21 Feb 2018 09:30:00 -0500

Planning for retirement can be stressful and overwhelming, but it doesn’t have to be. Don’t be afraid to seek help when you need it.

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Financial Advisors Need a New Narrative

Wed, 21 Feb 2018 06:50:00 -0500

The independent financial advice industry has allowed regulators, consumer associations, and academics to set the narrative regarding regulation, and consumers have not benefited from their failure to lead.

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Tools You Can Use For The Most Difficult Aging Parent Conversations

Tue, 20 Feb 2018 19:31:00 -0500

Awkward conversations about end of life issues and health care preferences are essential if we want control over the last part of our lives. The American Bar Assn offers free a free Consumer's Tool Kit to help with advance healthcare planning. You and your aging parent can try it out.

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Whose Retirement Crisis? Household Savings or Public Financing?

Tue, 20 Feb 2018 13:59:00 -0500

So interesting that the conception of a retirement crisis among the financial industry and policy makers is so different from what ordinary people in working households think the retirement crisis is.

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Kimco Realty Rings The Register With Albertson/Rite Aid Merger

Tue, 20 Feb 2018 10:18:00 -0500

Back in 2006 Kimco invested in the Albertsons consortium, due to the potential value from the grocer’s real estate.

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4 Ways To Financial Well-being In The Age Of Blame

Tue, 20 Feb 2018 10:00:00 -0500

In order to take back your power and set yourself on a path towards financial well-being, consider the following.

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Tax Reform Sparks Interest In Life Insurance and Secondary Markets

Tue, 20 Feb 2018 09:43:00 -0500

The Tax Cuts and Job Act is now on the books, impacting almost all Americans in a significant way. But, it might come as a surprise to many that the tax cuts and recently passed laws might impact the valuation of your life insurance policy.

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Sell Your Reit Fund. Buy The Stocks

Tue, 20 Feb 2018 07:17:00 -0500

Sometimes you’re better off owning individual stocks than owning a fund.

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These 3 REITs Should Weather The Storms

Tue, 20 Feb 2018 07:00:00 -0500

By law REITs are forced to distribute at least 90% of taxable income to investors., that means they are less susceptible to abuse, waste, and likely under-performance.

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How a Centrist Billionaire Can Win the Presidency in 2020

Mon, 19 Feb 2018 13:26:00 -0500

Our country is stuck in a terrible political equilibrium in which dysfunctional rule by extremists or those beholden to extremists is the norm. But a competent, centrist billionaire could easily win the Presidency in 2020 with the help of The Modern Whig Party -- our forefathers' indirect legacy.

How To Save More For Retirement And Deal With Volatility

Mon, 19 Feb 2018 07:00:00 -0500

The stock market has entered a new era of volatility. Here's how you can protect yourself.

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3 REITs That Scream 'Sucker Yield'

Mon, 19 Feb 2018 07:00:00 -0500

As part of my job as a REIT analyst, I am trained to analyze the underlying safety of the company’s dividend, the ability for the dividend to grow, and the overall merit of the stock.

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When It's Healthier Not To Retire

Sun, 18 Feb 2018 08:00:00 -0500

Some studies show that you may be healthier if you choose not to retire. But what you do in retirement is also key to your health.

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The Top 10 Lies In The Trump Budget

Sun, 18 Feb 2018 07:00:00 -0500

The Trump 2019 budget was based on so many half-truths and outright lies that its credibility was destroyed right from the start. Here are the top 10.

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How A Charitable Trust Could Save Your IRA

Fri, 16 Feb 2018 17:18:00 -0500

You can provide security for your heirs, make an IRA last for years after you, solve several estate planning problems, and help a charity. All you have to do is join the growing trend of naming a charitable trust as beneficiary of your traditional IRA.

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United Capital Breaks Through $20 Billion In Assets

Fri, 16 Feb 2018 14:13:00 -0500

Joe Duran, Founder and CEO, United Capital spoke with Julie Cooling, CEO, RIA Channel on the key aspects of what has made United Capital so successful over the years. The firm has bought and partnered with several RIA firms, and helps to fuel their growth with what Duran calls his “secret sauce”.

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Selling Your Business In 3 To 5 Years? Buy Another Company Now - Part 2

Fri, 16 Feb 2018 13:51:00 -0500

The financial case has been made as to why you should buy another firm. However, once you have decided to acquire, this is the decision that you must absolutely get right.

4 REITs To Help You Sleep Well At Night

Fri, 16 Feb 2018 11:46:00 -0500

REIT income should be a part of the retirement process and investors should take a closer look at the asset class that offers an outsized dividend yield along with very predictable sources of income.

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Impact PartnersVoice: Bonds Are Not As Safe As They Seem; Here's Why

Fri, 16 Feb 2018 10:14:00 -0500

If you’re in the market for a relatively low-risk and efficient bond alternative, consider hybrid fixed index annuities. The versatility and options they offer can make them the right choice for individuals longing for a little more stability post-retirement.

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Ask Larry: ​​Full Spousal After Reduced Retirement Benefits?

Fri, 16 Feb 2018 10:09:00 -0500

Today’s column addresses how benefits can be sequenced for married couples, payment of Medicare premiums, the availability of divorced widow(er)'s benefits, restricted applications and non-covered pensions.

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How To Best Manage Your Money During Market Corrections

Fri, 16 Feb 2018 09:12:00 -0500

The series of sudden drops in the stock market recently, which seemed to come out of nowhere after a long, epic run, struck panic in the hearts of many investors. Especially those who are counting on Wall Street for a major share of their retirement savings.

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Why Being A Millionaire Isn't Such A Big Deal Now

Fri, 16 Feb 2018 07:16:00 -0500

Why it’s no great distinction to be a millionaire these days. A million bucks ain’t what it used to be.

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Is Gaming Technology 'Medicine's New Frontier?'

Thu, 15 Feb 2018 23:39:00 -0500

It's the story of a radiologist and an IT guy from one of the most distinguished universities in the country who thought it just might be possible to use virtual reality to tackle tangible problems in medicine, and it could revolutionize the way medicine is practiced and taught.

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How This Big City Is Becoming Age-Friendly

Thu, 15 Feb 2018 13:56:00 -0500

Here's how Pittsburgh is changing its ways to become an age-friendly city and more welcoming to residents of all ages and incomes.

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Las Vegas Advisor Randy Garcia Manages $1B -- And Clients' Organ Transplants

Thu, 15 Feb 2018 09:45:00 -0500

Las Vegas financial advisor Randy Garcia maintains a 99% client retention rate by sharing investing wisdom and arranging organ transplants.

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Why This Arizona Advisor Thinks You Should Invest Overseas

Thu, 15 Feb 2018 09:45:00 -0500

Advisor Allan Flader is warning clients to ratchet back their expectations for 2018 and steering portfolios into overseas markets like China and Brazil, which have recently been outperforming those in the U.S.

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How This Pennsylvania Mom Went From ICU Nurse To Managing $568M

Thu, 15 Feb 2018 09:45:00 -0500

Former ICU nurse and current financial advisor Patti Brennan attributes her 99% retention rate to her willingness to go "above and beyond."

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Long-Distance View: A Montana Advisor's Approach To Wall Street

Thu, 15 Feb 2018 09:45:00 -0500

Stack Financial Management is the number one wealth management firm in Montana. Hear why founder James Stack says his location is a business advantage -- and why a "safety-first" approach is best for his clients.

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The Mistake A $1.6B Wealth Manager Says Most Entrepreneurs Make

Thu, 15 Feb 2018 09:45:00 -0500

The biggest mistake entrepreneurs can make is thinking they can do it all themselves.

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The Safest 8%+ Yields In Today's Manic Markets

Thu, 15 Feb 2018 09:06:00 -0500

If you take the mainstream financial media at face value, you might be under the impression that all high yield bonds are in big trouble with interest rates on the move. Wrong!

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Do You Need To Pay Tax On Your Social Security Benefits?

Thu, 15 Feb 2018 09:01:00 -0500

At the end of last year, nearly 67 million people collected a Social Security check. The majority of those beneficiaries (47 million) were over the age of 65. Each year, many seniors grapple with whether any or all of those benefits are taxable. Here's what you need to know.

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Impact PartnersVoice: Show Me The Income

Thu, 15 Feb 2018 08:45:00 -0500

With an ever-changing market and economy, retirement income isn’t what it used to be. In his article, Matt Deaton breaks down how to maximize retirement revenue using strategies designed to produce income.

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2018 Tax Guide To MLPs

Wed, 14 Feb 2018 21:03:00 -0500

Master limited partnership investors are going to get a 20% deduction. How does it work?

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Bargain Shopping In The REIT Sector? Try Tanger

Wed, 14 Feb 2018 17:03:00 -0500

When shoppers visit a Tanger outlet, they are usually seeking bargains, but now investors have the same opportunity, to own shares in a high-quality REIT that is trading at a deep discount.

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What Trump's Budget Would Mean For Seniors

Wed, 14 Feb 2018 14:37:00 -0500

President Trump's 2019 budget proposal has many priorities. Seniors are not among them.

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Ask Larry: Is My Bonus Subject To The Earnings Test?

Wed, 14 Feb 2018 09:50:00 -0500

Today’s column examines how bonuses are treated by the earnings test, sequencing retirement and spousal benefits, some potential ramifications of filing and suspending and how widow(er)'s benefits are calculated.

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Trump May End Student Loan Forgiveness Program

Wed, 14 Feb 2018 08:20:00 -0500

President Trump's budget proposal may signal the end of public service loan forgiveness.

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Forbes Fintech 50 2018: The Future Of Personal Finance

Tue, 13 Feb 2018 09:45:00 -0500

These start-ups are changing the way we save, invest, borrow and insure our belongings.

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Forbes Fintech 50 2018: The Newcomers

Tue, 13 Feb 2018 09:45:00 -0500

There are 22 newcomers on the Forbes Fintech 50 for 2018, the third edition of our list.

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Why GOP Is Slashing Medicare

Tue, 13 Feb 2018 09:27:00 -0500

The math is pretty simple. The GOP will try to slash Medicare -- again.

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This Picture Is Worth 1,000 Words...Or 10,000 Dow Points?

Mon, 12 Feb 2018 11:37:00 -0500

How fast are markets moving these days? A week ago, higher interest rates were the story, and bond prices were diving. But the stock market, attention-seeker that it is, took over the headlines and fell over 1,000 points twice in a week.

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Ask Larry: ​​​​​​What If My Spouse Is Jailed?

Mon, 12 Feb 2018 09:05:00 -0500

Today’s column examines the Social Security ramifications of having a spouse jailed, which month to start benefits, what to do at 70 after filing and suspending, switching from survivor's to retirement benefits retroactively and options if you think you benefit has been calculated inaccurately.

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3 Ways To Save For Retirement At Tax Time

Mon, 12 Feb 2018 08:00:00 -0500

There’s still time to boost your retirement savings for 2017—and maybe cut your tax bill.

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5 High-Quality REITs Yielding Over 5%

Mon, 12 Feb 2018 07:00:00 -0500

There are reasons for optimism regarding economic growth in 2018, such as tax reform and GDP growth. In addition, most REITs have been preparing for accelerated interest rates by reducing leverage and reliance on secured debt.

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How To Set Up A College Fund For Your Grandchildren, Even If They Aren't Born Yet

Sun, 11 Feb 2018 11:34:00 -0500

Why not set up 529 plans for your future grandchildren now while you are still working and have the cash flow? These college savings accounts have the flexibility to do just that.

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Stock Market Volatility & Your Retirement, Who You Gonna Call? Robo Or Human Advisor

Sun, 11 Feb 2018 11:05:00 -0500

Market volatility is back and stress-testing evolving models of financial advice. The question is: To robo or not to robo? The future of valued retirement advice is a blend of artificial intelligence and human perspective to meet a client’s very human need for meaning in the face of uncertainty.

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Senior Housing Needs To Increase Its Diversity Competency

Sun, 11 Feb 2018 08:00:00 -0500

Senior housing facilities need to welcome members of the LGBTQ community because it makes good business sense and it's the right thing to do.

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The 5 Biggest Losers From The 2018 Budget Deal Are...

Sun, 11 Feb 2018 07:00:00 -0500

The five biggest losers of last week's big budget deal are already easy to identify.

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5 Blue Chip Dividends To Sell Now

Sat, 10 Feb 2018 08:36:00 -0500

The Fed’s increased aggression over the past couple of years has finally come home to roost. That’s bad news for many dividend-paying blue chips.

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Today's Massive Budget Deal Makes Big Medicare Changes

Fri, 9 Feb 2018 11:09:00 -0500

The huge new budget deal makes important changes in Medicare. The most important: Medicare Advantage plans will now be able to provide long-term services

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Here's What This Wild Stock Market Ride Means For Your 401K

Fri, 9 Feb 2018 10:04:00 -0500

As the stock market underwent a downturn, but short of an official correction since it was under 10%, it was easy to forget that the Dow Jones Industrial Average is up four times that much overall since President Trump took office.

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Ask Larry: ​​Should My Wife Restrict Her Application To Spousal Benefits Only?

Fri, 9 Feb 2018 09:37:00 -0500

Today’s column examines the advisability of a restricted application, whose income the earnings test applies to, the availability of spousal benefits, survivor's benefits and work and what, if anything, happens to benefits after stopping work before 66.

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How Budget Deal Will Cost Retirees, Investors Dearly

Fri, 9 Feb 2018 09:09:00 -0500

There's a good reason to be concerned about Washington's budget deal. Here's how it might hurt you.

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Why I'm Ignoring The Selloff (And You Should Too)

Fri, 9 Feb 2018 08:37:00 -0500

You might be entertaining the knee-jerk urge to sell. I have one word for you: don’t.

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REIT Investors: Omega Healthcare's Yield Tops 10%

Thu, 8 Feb 2018 12:43:00 -0500

It’s surprising to see a strong dividend growth stock getting crushed, but the flip side is that Omega’s dividend yield is now a whopping 10.1%

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5 Signs Your Boss Should Be Fired

Thu, 8 Feb 2018 08:02:00 -0500

Does this remind you of your boss?

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Trump's State Of The Union Retirement Message: 'You Are On Your Own'

Wed, 7 Feb 2018 11:15:00 -0500

His only nod to retirement security was the (now) hollow assurance that the record-high stock market was “great news for Americans’ 401(k), retirement, pension, and college savings accounts." The truth: Stock market booms can have evil effects on retirement security.

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Ask Larry: Are Benefits At 6 Months Before FRA Reduced?

Wed, 7 Feb 2018 10:16:00 -0500

Today’s column responds to reader questions about reductions for filing early, public pensions and survivor benefits, suspending after FRA, the availability of survivor benefits and sequencing benefits available to a spouse.

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5 Reasons The Stock Market Crash Isn't A Disaster

Wed, 7 Feb 2018 09:15:00 -0500

Stocks really took a tumble. Here's why that's not necessarily bad news.

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Will Your Social Security Retirement Income Be Enough?

Wed, 7 Feb 2018 08:00:00 -0500

With a customized retirement income plan, you can enjoy your retirement knowing that you won’t have to worry about everyday financial concerns, like having enough money to pay your bills.

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Tax Stratagem For A Volatile Market

Tue, 6 Feb 2018 16:47:00 -0500

Make the IRS chip in for your roller-coaster ride.

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How Grandparents Can Help Contribute To Their Grandchildren's Education

Tue, 6 Feb 2018 13:27:00 -0500

One of the largest expenses in child rearing is paying for college. According to a fairly recent Fidelity Study, 72% of grandparents think it’s important to help pay for their grandchildren’s college and about 53% said they are currently contributing or are planning to do so.

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Prosperity In America? Not For Low-Income People

Tue, 6 Feb 2018 12:13:00 -0500

Low-income Americans aren't prospering the way many others in the nation are, according to the 2018 Prosperity Now Scorecard and its accompanying report.

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What We Don't Know -- But Should -- About Assisted Living Facilities

Mon, 5 Feb 2018 15:51:00 -0500

A new report finds gaps in regulation and oversight of assisted living facilities. But it tells only part of the story.

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The Real Reason For Last Friday's Markets Rout

Mon, 5 Feb 2018 12:16:00 -0500

Last Friday’s decline in the markets startled many investors. It has been two years since we saw anything resembling a “selloff,” and this one struck stocks as well as bonds. It was one of those days where a very small number of securities moved up in value, and the majority took a real bath.

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No Slap On The Wrist: Wells Fargo Plunges After Federal Reserve Bars Lender's Growth

Mon, 5 Feb 2018 11:21:00 -0500

Wells Fargo shares plunge after the Federal Reserve bars growth at the bank due to "pervasive and persistent misconduct." Analysts downgraded Wells on the order, calling it "unprecedented for a large, sound bank."

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REIT Dividends Speak Louder Than Earnings

Mon, 5 Feb 2018 10:00:00 -0500

It’s no secret, there are two ways of getting paid to invest: capital gains and dividends.

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Ask Larry: ​​​​​​Will Going Back To Work End My Benefits?

Mon, 5 Feb 2018 09:27:00 -0500

Today’s column examines when spousal benefits can become available, taking spousal benefits before retirement benefits, sequencing benefits for married couples or after a divorce and when it might be best to switch from a survivor's benefit to a retirement benefit.

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Why Biggest Dow Jones Drop Won't Derail Your Retirement

Mon, 5 Feb 2018 09:08:00 -0500

How do you save enough for retirement? Here are some essential questions -- and answers.

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The New Employer 401(k) Match: How Generous Is Your Boss?

Mon, 5 Feb 2018 08:00:00 -0500

Your boss might put more into your retirement account this year — if you pony up more too.

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Finding Fortress REITs To Buy

Mon, 5 Feb 2018 07:00:00 -0500

The Rhino Principle is characterized by disciplined single-mindedness in which survival is predicated on taking charge of what is in your path. Similarly, public REITs are differentiated by rhino-like defensive investment strategies in which leverage is essential to long-term profitability.

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Three Reasons To Sell Right Now

Sat, 3 Feb 2018 09:15:00 -0500

Don't let your retirement savings slip away.

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Ask Larry: ​​How Much Will My Wife Get If She Files Now?

Fri, 2 Feb 2018 09:16:00 -0500

Today’s column addresses the calculation of spousal benefits, the earnings test, filing before FRA and times when filing and suspending a retirement benefit could be a huge mistake.

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9 Dividend Increases Expected In March

Fri, 2 Feb 2018 08:46:00 -0500

Dividend growth is the key to retirement because it fends off the effects of inflation.

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Apollo And Blackstone Pick Insurance As Their Next Bet To Disrupt Wall Street

Thu, 1 Feb 2018 16:22:00 -0500

Private equity giants like Apollo and Blackstone are eyeing insurance as their next big disruption of Wall Street.

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LGBTQ Retirement Prospects: A Survey's Surprising Findings

Thu, 1 Feb 2018 12:43:00 -0500

A new Aegon/Transamerica survey of LGBTQ workers offers cautious optimism for their retirement prospects. But some serious challenges remain.

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What To Know Before Deciding To Use Retirement Funds To Purchase Cryptocurrencies

Thu, 1 Feb 2018 11:34:00 -0500

For those adventurous or daft enough to take on the risk of using retirement funds to purchase cryptocurrencies, here are a few important tips.

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New Studies Find America's Silent Workforce Has A Lot To Say About Their Jobs As Caregivers

Wed, 31 Jan 2018 17:12:00 -0500

New research is finding that American caregivers have a lot to say about their experiences caring for their loved ones. And while the job is physically, emotionally and financially taxing, they find joy in their work every day.

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Want To Save More? Try Making It Automatic

Wed, 31 Jan 2018 14:53:00 -0500

It's a natural tendency to overvalue the short-term over the much hazier long-term, yet resisting temptation by relying on willpower alone can be depleting if not ultimately fruitless long-term. Techniques identified by behavioral economists can help bridge the gap.

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