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Forbes - Retirement

Forbes - Retirement

Copyright: Copyright 2017 Forbes LLC

When And How, Or Will, Trump Replace Obama's CFPB Director?

Fri, 24 Feb 2017 08:54:00 -0500

Richard Cordray, a former Ohio attorney general, remains the head of the Consumer Financial Protection Bureau, considered a thorn in the side of many Republicans. Some experts say they are surprised President Donald Trump hasn’t yet given Cordray the boot.

How GOP War On Retirement Will Hurt You

Fri, 24 Feb 2017 08:08:00 -0500

GOP Leaders are waging a war on retirement. Here's how they are doing it.

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How To Align Your Investments With Your Moral Compass

Fri, 24 Feb 2017 07:15:00 -0500

What if there was an investment philosophy which focused on companies that are “doing the right” thing? Just as important - can this philosophy provide a return over the long run?

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The Three-Step Investor's Guide to Navigating the Financial Advisory Fiduciary Issue

Fri, 24 Feb 2017 07:00:00 -0500

The good news is that informed investors need not rely on any legislation to ensure they are receiving a fiduciary level of service from their financial advisor. Follow these three steps to get the most out of your advisory relationship.

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The Ironic Conflict-Of-Interest Of The Fiduciary Financial Advisor

Fri, 24 Feb 2017 07:00:00 -0500

While those in the financial services industry opposed to the fiduciary rule understandably don’t want it because it cuts into their profits, the fiduciary community as it currently stands actually loses a clear competitive advantage if everyone has to be a fiduciary.

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BLS Limousine Company Co-Founder Reinvents Herself In Her Sixties As Indie Author

Fri, 24 Feb 2017 02:22:00 -0500

Carole P. Roman has had many acts in 62 years, and as they say, the show must go on. Now with more than 35 children's books to her credit, 100-plus book awards, her own radio tour and some 15,000 likes and followers on social media, the Amazon indie-published author has reinvented herself again.

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This Company With Anti-Aging Drug Is Secretly Preparing For Trump's New FDA

Thu, 23 Feb 2017 19:30:00 -0500

As Trump shakes up the White House, pharma and biotech are on edge. While the media talks about Obamacare, it turns out that Trump’s new FDA chief could have a bigger impact on health care and associated markets.

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Greenlight Investor David Einhorn: Trump Bringing 'High Degree' Of Uncertainty, Inflation

Thu, 23 Feb 2017 17:27:00 -0500

Much-followed value investor discusses holdings and Trump outlook

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The 25x Rule To Early Retirement

Thu, 23 Feb 2017 13:00:00 -0500

The 25x Rule of Early Retirement is a simple way to determine when you are financially ready to retire. We look at the rule and its underlying assumptions.

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How Simple Math Can Change Your Life

Thu, 23 Feb 2017 12:06:00 -0500

Einstein said that compound interest was the eighth wonder of the world. Find out why this should matters to you.

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Starting A Faith-Based Way To Age In Place

Thu, 23 Feb 2017 11:25:00 -0500

ChaiVillageLA helps older members of two Los Angeles-area synagogues age in place.

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Using Target-Date Retirement Income Funds To Guard Against Interest Rate Risk In Retirement

Thu, 23 Feb 2017 08:00:00 -0500

Dimensional Fund Advisors (DFA) takes a more direct approach to immunizing retirement liabilities through their target-date retirement income funds. These funds provide a useful case study for understanding the role bond funds play in meeting retirement expenses.

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Carlos Ghosn Steps Back At Nissan, Facing Challenge Of Mitsubishi And Tightening Alliance

Thu, 23 Feb 2017 04:00:00 -0500

Will Ghosn also give up the CEO role to a trusted lieutenant at Renault, and can he push the captains of his often lumbering ships to make quicker decisions, and to share more technologies, parts, know-how and talent?

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Valuing Alternative Assets In A Self-Directed IRA

Wed, 22 Feb 2017 17:26:00 -0500

IRS Form 5498 is used by IRA custodians to value alternative assets, such as real estate, owned by a self-directed IRA. The IRS has recently added reporting requirements to the form highlighting the importance of accurately valuing the IRA.

Medicare's Cruel Paradox: It Is A Costly Subsidy For Seniors, But They Can't Live Without It

Wed, 22 Feb 2017 14:37:00 -0500

Medicare is a costly burden on taxpayers. It is also essential to the well-being of seniors.

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Purported Repeal Of Death Tax Just Made Planning Tougher

Wed, 22 Feb 2017 13:40:00 -0500

Three bills in Congress purport to repeal the estate tax. They are illusory. It is not a repeal of all inter-generational wealth transfer taxes. To planners, it's clear that our elected leaders have intentionally put in major road blocks to effective implementation -- other than one simply dying.

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7 Ways To Get Ready For Retirement If You're 50 And Haven't Started Saving

Wed, 22 Feb 2017 12:54:00 -0500

Starting late in saving for retirement? Your cause is not lost. Act like a 50-year-old and think like a 20-year-old to plan your strategy.

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Dow 20K... Now What?

Wed, 22 Feb 2017 12:41:00 -0500

Eric Irvin, CEO of Reality Shares, offers guidance on how investors can potentially optimize and protect their portfolios now that the Dow has surpassed 20000. After an eight-year bull market, investors must avoid complacency, and stick to an accurate time-tested approach like dividend growth.

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Ask Larry: ​​​​Can I Claim A Divorced Widower's Benefit?

Wed, 22 Feb 2017 11:39:00 -0500

Today’s column explores various questions about divorced and non-divorced widow(er)'s benefits and spousal benefits.

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Retirement Questions, Answered: What Those Who Are Exceeding Goals Should Know

Wed, 22 Feb 2017 10:28:00 -0500

If you're in great shape but want to stay on top of your strategy, see certified financial planner Adam Harding's responses to these common client questions.

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Retirement Questions, Answered: What Those Who Are Off-Track Should Know

Wed, 22 Feb 2017 10:28:00 -0500

If you're not on track for retirement, confusion might be holding you back. Here, certified financial planner Kathy Hauer shares her expertise to answer common questions.

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Retirement Questions, Answered: What Those Who Are Keeping Pace Should Know

Wed, 22 Feb 2017 10:28:00 -0500

Just because you're on track doesn't mean you don't have questions. See what certified financial planner Mary Beth Storjohann's clients ask about most, and what advice she usually offers.

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Shark Tank Reject Raises $209 Million, Fights Crime

Wed, 22 Feb 2017 10:22:00 -0500

Ring founder Jamie Siminoff got rejected from Shark Tank. Now, he has raised $209 million.

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Why Every Millennial Should Consider Funding A Roth IRA

Wed, 22 Feb 2017 10:00:00 -0500

After you’ve “maxed out” the match in your 401(k), here are the top three reasons Millennials should consider putting their next dollar of savings in a Roth IRA:

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The Most Frightening Yet Most Important Retirement Rule That Baby Boomers Still Need To Break

Wed, 22 Feb 2017 09:59:00 -0500

Once Baby Boomers finally break this retirement rule, there could be far-reaching consequences for them, financial advisors, and human resource professionals

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Forget The Dow: The Index You Should Be Watching Now

Wed, 22 Feb 2017 09:25:00 -0500

You shouldn't be watching the Dow now. Here's what you should be watching much more carefully.

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4 Real Estate Crowdfunding Trends You Should Be Watching

Tue, 21 Feb 2017 19:09:00 -0500

Crowdfunding has been a disruptive force for real estate investing. Here are the top trends shaping its future.

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Social Data Tools Provide Investing Intel Before Analysts Can

Tue, 21 Feb 2017 18:51:00 -0500

The ultimate value of a company isn’t determined by analysts, traders or stock charts, but rather by the consumers that choose to buy the company’s products, or not. Consumers are speaking out loud and clear. All investors need to do is listen to them. Here's how it works.

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7 Signs Your Friends Could Wreck Your Finances

Tue, 21 Feb 2017 16:24:00 -0500

Most of us have at least one friend who always pushes our financial limits - whether they know it or not. But it's not always because they mean you harm, the experts say. Sometimes your friends just don’t know any better. Other times, it's because they're awful with money themselves.

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