Forbes - Retirement

Prevent Financial Blow-Ups In Your Relationship By Discussing These 8 Things

Tue, 25 Jul 2017 16:16:00 -0400

When fighting about money, the underlying problem is usually a lack of communication. By discussing these financial issues with your spouse, you can minimize the issues many couples face.

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Sequoia Fund Bouncing Back After Implosion in Biggest Holding Valeant

Tue, 25 Jul 2017 14:13:00 -0400

Buffett-endorsed firm beating index for first time after Valeant cratered

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Americans: Getting By, But Not Getting Ahead

Tue, 25 Jul 2017 11:44:00 -0400

The new 2017 Prosperity Now Scorecard reveals four reasons for the financial fragility of many low-income Americans and minorities

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What Recent Growth Stock Dominance Means To Investors

Tue, 25 Jul 2017 11:31:00 -0400

Large Cap Growth stocks are having their way in 2017, after a relatively weak 2016. And Small Cap Value stocks are lagging badly, after winning the prize for best performer in 2016. Welcome to stock market investing. Don’t let the cycles drive you crazy.

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How This Man Was Able To Retire At The Age Of 33

Tue, 25 Jul 2017 10:28:00 -0400

Through a combination of frugal living and aggressive investing, McCurry was able to reach his dream of early retirement in 2013. I spoke with McCurry to learn exactly how he accomplished this incredible goal. Here’s what he had to say about retiring in his early 30s.

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Methodology: Forbes Top-500 Top Next Generation Wealth Advisors

Tue, 25 Jul 2017 09:45:00 -0400

We are endlessly contemplating the future of wealth management. The industry is encountering forces that will forever change this industry, and because SHOOK Research is on the forefront of this thought leadership we are constantly asked about our thoughts. So we embarked on an in-depth study. To study the future, [...]

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How Sara Rajo-Miller Went From An Intern To Managing $355M For Wealthy Clients In 4 Years

Tue, 25 Jul 2017 09:45:00 -0400

Four years out of college, 26-year-old Sara Rajo-Miller is an advisor at Los Angeles-based Miracle Mile Advisors. The 15-person firm manages almost $800 million in assets, with Rajo-Miller managing $355 million for 72 families.

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At 33, This Merrill Lynch Financial Advisor Is Part Behavioral Coach, Part Money Manager

Tue, 25 Jul 2017 09:45:00 -0400

Meet Tony Carpentieri, a BoA Merrill Lynch wealth advisor who helps clients with their estate plans--and the latest mobile payment apps.

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Millennial Mediator: 37-Year-Old Financial Advisor Leads Couples Through Tough Divorce Choices

Tue, 25 Jul 2017 09:45:00 -0400

Rachel Gottlieb began her career at UBS in 2002 and is still there today, managing $750 million and helping clients get through divorces to land on sound financial footing.

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The Hidden Costs In Medicare Advantage Plans

Tue, 25 Jul 2017 09:00:00 -0400

While the lower premiums and extras are attractive, there are back-end costs in Medicare Advantage plans.

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5 Essential Money Moves for Generation X

Tue, 25 Jul 2017 08:17:00 -0400

In your 30s and 40s, the financial pressure cooker heats up. Here’s how to handle the growing list of financial demands and find the right life/money balance.

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Amazon Banks On Its $3 Billion Loan Club

Tue, 25 Jul 2017 08:02:00 -0400

Will Amazon become a bank?

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8 Essential Principles Of Planning For Retirement (Part 3)

Tue, 25 Jul 2017 08:00:00 -0400

In this final piece on the core tenets of retirement income planning, we discuss how you can assess your liabilities and what true liquidity looks like.

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Are Glam-Ma And GrandDude The New Grandparents? Modern Grandparents Are Reinventing Their Images.

Mon, 24 Jul 2017 22:36:00 -0400

Goldie Hawn is Glam-ma, Joan Rivers was Nana New Face and President Donald Trump is Mr. Trump. What happened to grandma and grandpa? Grandparents are taking pride in what their grandchildren call them, and some are even insisting on naming themselves.

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Does Divorce Derail Retirement?

Mon, 24 Jul 2017 11:56:00 -0400

Divorce at or near retirement can have a devastating effect on your finances. It pays to know the perils, and how to deal with them.

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Ask Larry: ​​​​​​Can We Restrict An Application After Withdrawing?

Mon, 24 Jul 2017 10:41:00 -0400

Today’s column addresses the ability to restrict applications after withdrawing a previous application, widow(er)'s benefits available on multiple spouses, the difference between filing and suspending and simply delaying, continued income and benefit amounts and how spousal benefits are calculated.

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Three Retirement Calcs That Will Help You Hack Your Retirement

Mon, 24 Jul 2017 08:00:00 -0400

There are tools that will help you estimate your retirement planning nut. Here are three of the best.

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3 Quality Mall REITs To Buy

Mon, 24 Jul 2017 07:00:00 -0400

In an evolving sector, nobody is safe, but that doesn’t mean the retail industry is going extinct. And malls aren’t dying. Far from it, in fact.

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What The Law Says About Unrelated Business Taxable Income In Non-Real Estate Investments

Sun, 23 Jul 2017 15:28:00 -0400

Understand the impact of unrelated business taxable income rules to avoid getting on the wrong side of the tax man.

5 Lousy Dividend Aristocrats To Sell Now

Sun, 23 Jul 2017 09:05:00 -0400

Wall Street’s pundits love touting the Dividend Aristocrats as the crème de la crème of the income world - but that doesn’t make all Dividend Aristocrats buys.

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When Retirement Makes You Unhappy

Sun, 23 Jul 2017 09:00:00 -0400

These three people tried retirement and found that it didn't suit them. Here's what they did, or are doing, about it to be more fulfilled.

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New Push To Delay DOL Fiduciary Rule Until 2020

Fri, 21 Jul 2017 17:59:00 -0400

The Obama Administration investor protection rule could be weakened further.

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Take Stock Dividends Over Buybacks

Fri, 21 Jul 2017 12:14:00 -0400

What's better, buybacks or dividends? Reality Shares finds dividends to be the much better option. Knowing the reasons why can mean a big difference for your portfolio's returns!

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Ask Larry: ​​Will I Get A Spousal Benefit?

Fri, 21 Jul 2017 11:04:00 -0400

Today’s column addresses questions about spousal benefits, whether widow(er)'s benefits can be suspended and switching between spousal and retirement benefits.

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Premium Financing For Life Insurance: The Who, What And Why

Fri, 21 Jul 2017 09:00:00 -0400

In addition to the death benefit, the retained capital from not having to liquidate other assets to pay insurance premiums can allow for additional investment opportunities.

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Debt Snowball Versus Debt Avalanche: What The Academic Research Shows

Thu, 20 Jul 2017 14:00:00 -0400

Getting out of debt is as difficult as it is liberating. The debt snowball and debt avalanche are two approachings to paying off all of your debt. Here's what academic studies have to say about the most effective approach.

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Wealthy Retirees Stick With Stocks, And They're Happy

Thu, 20 Jul 2017 09:27:00 -0400

Here’s a positive retirement outlook story for a change.

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What This Week's Congressional Action On Health Care And Social Services Will Mean For Seniors

Wed, 19 Jul 2017 14:53:00 -0400

The death (for now) of congressional efforts to replace the Affordable Care Act and House Republican changes in senior services will have a big impact on older adults.

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Millions To Work Longer As State Pension Age Increase Brought Forward

Wed, 19 Jul 2017 14:52:00 -0400

The UK government has announced it is bringing forward a planned increase in the State Pension age, meaning millions will have to work for an extra year before receiving their pension.

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