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Preview: Retirement News

Forbes - Retirement

Forbes - Retirement

Copyright: Copyright 2018 Forbes LLC

Student Lender CommonBond Raises $50M To Invest In Technology & Blockchain

Wed, 21 Mar 2018 07:02:00 -0400

Online student lender CommonBond raised $50 million, which will be used to invest in blockchain and other automation technology.

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Should You Hire A Care Manager For Your Aging Parents?

Tue, 20 Mar 2018 18:48:00 -0400

A care manager can be the eyes and ears a family needs, living at a distance from an aging parent. The cost is paid out of pocket, but well worth it when there is an emergency or just a need for better communication with an aging parent in poor health.

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It's IRA Season: Why April 17 Matters

Tue, 20 Mar 2018 17:20:00 -0400

Did you contribute to your IRA for 2017?

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A Risk-Free Way To Improve Your Portfolio Return

Tue, 20 Mar 2018 15:05:00 -0400

Any idea what return your cash is earning in your brokerage account? You will be surprised (and angry).

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What If Your Fee Focus Is Hurting Your 401(k) Plan?

Tue, 20 Mar 2018 14:12:00 -0400

The Four P's To Consider As You Pursue Workplace Retirement Plan Cost Savings.

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ETF Watch: Will This Downward-Facing DOG Finally Bark?

Tue, 20 Mar 2018 12:10:00 -0400

The DOG and its single-inverse ETF peers have been among the worst performers in the investment space for nearly a decade. That's because what they do has been of little use in a market that goes up and rarely goes down.

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This Is Your Wake-Up Call About Life In Retirement

Tue, 20 Mar 2018 12:05:00 -0400

Too many people are asleep at the wheel heading into retirement and are in for a rude awakening

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Keep On Squeezin', Squeezy The Pension Python

Tue, 20 Mar 2018 09:40:00 -0400

Illinois voters head to the polls today in an election where support for public pension reform has now become fodder for campaign attack ads. That's not a good sign.

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Why You Shouldn't Buy Life Insurance (OK, Some May Need It)

Tue, 20 Mar 2018 08:03:00 -0400

Life insurance sales reps don’t tell you that many people don’t need the product and it's a bad investment.

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How Saving For Retirement Can Increase Your Debt Burden

Tue, 20 Mar 2018 08:00:00 -0400

Saving for your retirement became easier with automatic enrollment into 401(k) plans. New research suggests there's an important tradeoff to this behavioral nudge: heightened debt for your pocketbook.

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Older Adults Projected To Outnumber Children For First Time In U.S. History

Mon, 19 Mar 2018 15:53:00 -0400

If you’re feeling old, you're in good company and apparently a lot of it. New statistics from the U.S. Census Bureau show that for the first time in U.S. history, older people are projected to outnumber children. And they expect it to happen in a little over a decade.

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Retirement Security Being Threatened By High Debt Warns Researchers

Mon, 19 Mar 2018 12:07:00 -0400

Retirement security for people 75 and over is being imper by high debt, said think tank EBRI. Baby Boomers are faring better as they near or enter retirement but debt is still warned as a threat.

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Make A Better Plan This Tax Season

Mon, 19 Mar 2018 09:31:00 -0400

When doing your tax planning this season, why not extend your efforts to encompass life and legacy planning? Tax season is actually the perfect time to begin. See below for some tips for using tax season as an opportunity to gather and store this information in a secure, digital lockbox.

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Ask Larry: ​​​​​​What Earnings Are Subject To The Earnings Test?

Mon, 19 Mar 2018 09:27:00 -0400

Today’s column examines what counts under the earnings test, when the earnings test applies, whether to file early, the effects of early retirement benefits on survivor benefits and spending down other resources to allow delaying Social Security.

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Will Your Target-Date 401(k) Fund Blow Up Your Retirement?

Mon, 19 Mar 2018 09:03:00 -0400

Target-Date or Lifestyle Funds put you on auto-pilot for retirement investing. But they may crash. Here's what you need to know.

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Roth IRA: A 'Long Game' Strategy For Your Child's Home Ownership Dream

Mon, 19 Mar 2018 08:00:00 -0400

The Roth IRA is a powerful retirement tool and one that many parents should encourage their children to fund if they meet the requirements. But the Roth IRA is also a way to start saving for a first time home purchase - provided you follow the IRS rules.

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4 High-Yielding REITs For Retirement

Mon, 19 Mar 2018 07:00:00 -0400

REITs are well positioned to play an important role -- both as an investment to help build a retirement portfolio and also to provide income to meet living expenses.

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How To Protect Your Most Important Asset With Disability Insurance

Sun, 18 Mar 2018 06:00:00 -0400

When you’re in the early or middle stages of your career, there are few (if any) assets more valuable than your ability to earn an income. Unfortunately most people fail to protect that asset.

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No, Andrew McCabe Isn't 'Losing His Pension'

Sat, 17 Mar 2018 18:40:00 -0400

Andrew McCabe, despite media reporting, isn't losing his pension benefits. Here is, in brief, the story.

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Impact On IRAs From Appeals Court Striking Down Department Of Labor's Fiduciary Rule

Fri, 16 Mar 2018 23:39:00 -0400

The 5th Circuit of Appeals have vacated the DOL's fiduciary rule. The Appeals Court concluded that the DOL did not have the authority to extend the application of the Fiduciary rule to IRAs

(How) Should We Make Social Security Fairer For Moms?

Fri, 16 Mar 2018 12:45:00 -0400

Is it fair that Social Security has spousal benefits? Is it fair that women's benefits are, on average, lower than men's? Here are some alternatives.

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Appellate Court Deals Fiduciary Financial Advice Rule Major Blow

Fri, 16 Mar 2018 12:23:00 -0400

A new court ruling out of the Appellate division vacates the DOL fiduciary rule, leaving the future of fiduciary advice and the rule in further limbo.

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Let's Prevent 8.5 Million Seniors From Experiencing Downward Mobility

Fri, 16 Mar 2018 10:08:00 -0400

When people ask me what I mean when I warn a retirement crisis is coming, I give them one number: 8.5 million. That’s how many older workers and their spouses will experience downward mobility in retirement if we do not act soon.

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Ask Larry: ​​​​​​Can My Wife Suspend Now And Take Spousal?

Fri, 16 Mar 2018 09:34:00 -0400

Today’s column addresses when benefits can be suspended, the effects of suspending on benefit amounts, the availability of spousal benefits, the effects of public pension spousal benefits on Social Security benefit amounts and potentially available benefits beyond SSDI.

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RMD Strategies for Your Retirement Accounts

Thu, 15 Mar 2018 16:49:00 -0400

It’s almost April 1. That means its required minimum distribution (RMD) time for senior Americans.

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7 Reasons To Revisit Your Estate Plan, Trump Tax Law Aside

Thu, 15 Mar 2018 15:36:00 -0400

Trump may have recently passed the “Tax Cuts and Jobs Act” (TCJA), but here are the 7 nontax reasons you should revisit your estate plan and possibly update your prior documents.

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10 Buys For Tax-Free 6% Yields

Thu, 15 Mar 2018 08:15:00 -0400

Municipal bonds are off to a slow start in 2018 – which is usually a bullish sign for these tax-free payers.

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Three Things You Need To Know Before Buying Bitcoins With An IRA

Wed, 14 Mar 2018 10:56:00 -0400

There are two ways to use IRA funds to invest in cryptocurrencies - the Bitcoin IRA Broker and a Wallet Control IRA. Each has its pros and cons, including access and fees.

Ask Larry: ​​​​​​Can I Really Get Spousal Before My Spouse Files?

Wed, 14 Mar 2018 09:53:00 -0400

Today’s column examines when spousal benefits become available, how spousal benefits are calculated, potential complications in sequencing benefits for married couples, spousal benefits and disability benefits and the combined family maximum.

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Cryptocurrency Not In Pension Funds' Shopping Carts: Their Managers Tell Why

Wed, 14 Mar 2018 09:05:00 -0400

Pension funds aren't giving Bitcoin and other forms of cryptocurrency their Good House Keeping Seals of Approval. The lack of transparency and regulation is keeping the dollars of institutional investors away

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3 Easy Steps To 9.4% Payouts And Fast 55%+ Gains

Wed, 14 Mar 2018 08:13:00 -0400

Ignore the pundits’ petrified bleating over rising interest rates. Sure, the yield on the 10-Year Treasury has spiked to 2.9%, but you’re still not retiring on it!

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Millennials Are Good At Saving, But Investing? Not So Much

Tue, 13 Mar 2018 18:03:00 -0400

Millennials are way ahead of other generations when it comes to saving for the future, but their fear of investing could hurt them in the long run.

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4 High-Quality REITs For Retirement

Tue, 13 Mar 2018 12:22:00 -0400

I have never seen a REIT that sells swampland but if there were such a company, the prospective investor could find out about it by reviewing company filings and thus avoid being duped by conducting careful due diligence.

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Is A Roth IRA Right For You?

Tue, 13 Mar 2018 11:56:00 -0400

In this article, two financial advisers explain how a Roth IRA works, plus the advantages and disadvantages of this type of retirement account.

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Can Lessons From NASCAR Help Your 401(k) Investments?

Tue, 13 Mar 2018 11:50:00 -0400

How the different conditions of a NASCAR time trial versus race day can frame recent passive and active investment trends.

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7 Big Estate Planning Mistakes: Leaving A Messy Estate

Tue, 13 Mar 2018 11:46:00 -0400

Perhaps the last and best test of how much you care about your survivors and legacy is the level of organization of your estate. It's one factor your survivors definitely will remember.

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What You Need To Know Before Establishing A Roth IRA For Your Kids

Tue, 13 Mar 2018 10:31:00 -0400

If your child has bona fide earned income, he or she can start saving for retirement with an IRA. Further, if he or she invests in a Roth IRA, the contributions and earnings will be tax-free in retirement!

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She Won The $560 Million Powerball -- And Immediately Regretted This

Tue, 13 Mar 2018 08:32:00 -0400

If you win the lottery, make sure to do this one thing.

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5 Ways To Prepare When Your Parent Moves In

Tue, 13 Mar 2018 08:28:00 -0400

Moving your elderly parent into your home can be a gift to you and your family. However the lack of resources available makes it difficult to prepare. Here are 5 tips to make the transition as smooth as possible and make the most of your new arrangement.

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The TSP Kicked A Field Goal With The New Modernization Act

Tue, 13 Mar 2018 08:00:00 -0400

The potential for matched funds, the ease of contributing and the low-costs has resulted in millions of federal employees using the TSP to build their nest egg, but the TSP has been a less-than-favorable vehicle for retirees who plan on using the money for income or other expenses in retirement.

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Social Security Isn't Fair - And That's Actually The Point

Tue, 13 Mar 2018 07:08:00 -0400

Is Social Security "fair"? People want it both ways -- they want to feel they're "earned" their benefits but at the same time, they want the wealthy to pay more.

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Want To Fund Your HSA For 2018? Read This First

Mon, 12 Mar 2018 11:39:00 -0400

Health Spending Accounts are a great way to save for health care and retirement costs - and they provide significant tax benefits. However, in March, the IRS has abruptly lowered the amount a family can fund for 2018. For many, it will be a hassle to fix.

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Tax Reform Provides Boost To Small Business Retirement Plans

Mon, 12 Mar 2018 09:42:00 -0400

The Tax Cuts and Jobs Act is going to have a lot of unintended consequences—some good and some bad. One encouraging impact that the new tax reform could have is to increase the number of defined benefit and cash balance retirement plans set up by small businesses.

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Ask Larry: ​​​​​​How Does Recent Income Level Affect Benefit Amounts?

Mon, 12 Mar 2018 09:37:00 -0400

Today’s column addresses how benefits are determined by income, when to submit an application, the earnings test and disability benefits, filing with multiple exes and the effects of the earnings test on standard retirement benefits.

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How To Tell If Your 401(k) Is Gold -- Or Lead

Mon, 12 Mar 2018 08:52:00 -0400

Your 401(k) plan could be great—or a stinker. Here's how to tell the difference.

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Farewell Toys R Us, We Will Miss You

Mon, 12 Mar 2018 07:00:00 -0400

I don’t think there are enough viable candidates to take these emptied spaces. If you have the money to divide up the space and bring in a handful of smaller tenants, that’s great. But likely many landlords hadn’t baked this scenario into their 2018 capital allocations.

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5 Inherited IRA Mistakes That Will Destroy Your Inheritance

Mon, 12 Mar 2018 06:37:00 -0400

If you are lucky enough to receive an inheritance, don't blow it. Avoid these mistakes to ensure you don't cause a deadly error with an inherited IRA.

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News Flash: The U.K. Adopts My Social Security Reform Proposal

Sun, 11 Mar 2018 14:17:00 -0400

Hooray for the U.K. And if they can update their state pension system to reflect new realities, why can't we?

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Take Cover - It's Another Retirement Reform Proposal

Sun, 11 Mar 2018 12:27:00 -0400

Like seemingly everyone else these days, I've got a plan for a reform of our retirement system, and it's either far more visionary or far more delusional than everyone else's plans.

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Elegy For The Pension Plan

Sun, 11 Mar 2018 11:34:00 -0400

Is the 401(k) an "experiment that failed"? Or is the "experiment," instead, the traditional employer pension itself?

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Yes, You Can Lower College Tuition. Here's How

Sun, 11 Mar 2018 10:04:00 -0400

Now that you are prepared to negotiate the best price for college, you need to start negotiating. A Forbes article a while back described good tips. Here are my four: you need Power, Logic, Language and Leverage.

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Should You Pay Off Credit Cards With A 401(k) Loan?

Sun, 11 Mar 2018 10:00:00 -0400

If high interest debt is causing you to lose sleep, it can be really tempting to take a loan from your retirement plan to pay it off. It could be the step that gets you back on track financially or sends you off the financial cliff. This is a high-risk decision.

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5 Steps To Take, In The 15 Years Before Retirement, To Make Sure You Don't Run Out Of Money

Sun, 11 Mar 2018 08:00:00 -0400

The author of '20 Retirement Decisions You Need to Make Right Now' offers these recommendations if you're within 15 years of retirement.

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7 Big Estate Planning Mistakes: Losing The Portability Of A Spouse's Unused Exemption

Fri, 9 Mar 2018 16:27:00 -0500

A married couple can avoid estate and gift taxes on up to $22.36 million in assets, but only if an executor doesn't make a key oversight.

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Yes, You Can Negotiate College Tuition. Here's How

Fri, 9 Mar 2018 16:08:00 -0500

To get the best price you have to know how to prepare for negotiations and how to behave in negotiations. Part 1 is about preparing, tomorrow’s blog is about negotiating.

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Impact PartnersVoice: Three Questions At The Core Of Retirement Planning

Fri, 9 Mar 2018 13:59:00 -0500

Retirement should be a time of relaxation, not stress – but stress can be hard to avoid when it feels like there are new obstacles at every turn. Here are three important questions to keep in mind as you prepare and plan for retirement.

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Ask Larry: ​​​​​​Will My Income Wipe Out My Wife's Benefits?

Fri, 9 Mar 2018 09:31:00 -0500

Today’s column takes up the scope of the earnings test, spousal benefits and outside pensions, when spousal benefits become available, retroactive filing and SSA taxes on military pay.

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Why Invest In Infrastructure?

Thu, 8 Mar 2018 16:23:00 -0500

The emergence of a range of infrastructure investment vehicles for investors both large and small is a welcome trend from a financial services industry still seeking redemption from its role in the global financial crisis.

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How Tech Can Make Retirement Harder For Couples

Thu, 8 Mar 2018 16:08:00 -0500

Psychotherapist Sara Yogev explains how technology can come between retired spouses and offers nine recommendations to help prevent this.

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Taxes From A To Z (2018): A Is For Annual Contribution Limits

Thu, 8 Mar 2018 12:06:00 -0500

Taxes From A to Z: A is for Annual Contribution Limits.

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Aging Parents And Women's Day: Let's Look At Inequality In Caregiving

Thu, 8 Mar 2018 07:00:00 -0500

Most often it is the daughter who sees the needs of an older parent for caregiving and she is the one to step in and take it on. There are exceptions, but too many male family members shirk the responsibility, from a gender biased perspective that it's a woman's job. It's time to change this.

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Top 5 Dividend Growth Stocks For 2018

Thu, 8 Mar 2018 06:00:00 -0500

These top stocks for 2018 show potential for high dividend growth - and high returns for your portfolio. Achieving Your New Year's investing resolutions just got a whole lot easier.

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The EU's New 'Green Label' For Energy Investments Could Be A Gamechanger For Finance

Thu, 8 Mar 2018 05:24:00 -0500

Responding to calls from the investment community to define what constitutes ‘sustainable finance’, the European Commission today unveiled a standard that investors can use to avoid long-term risk.

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How Women Are Pioneering The Future Of Retirement

Wed, 7 Mar 2018 21:49:00 -0500

Women are inventing the future of retirement. They are generally more dynamic, take on more roles, and are more realistic about retirement - understanding that is far more than golf and beach walks. But, there are also certain retirement challenges women are more likely to confront. Here are three.

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Hashtag Our Time Is Not Up Yet

Wed, 7 Mar 2018 15:10:00 -0500

Ageism is alive and well - in Hollywood and elsewhere. We won't even use the word 'old.' Join me in announcing "I'm old and damned proud of it."

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Forget What You've Learned: The Real Way To Pick Tech Stocks

Wed, 7 Mar 2018 12:45:00 -0500

If you want to make money in stock picking, you must go well beyond the traditional tools of fundamental analysis.

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Ask Larry: ​​​​​​When Can I Go From Spousal To Retirement Benefits?

Wed, 7 Mar 2018 09:38:00 -0500

Today’s column explores the repercussions of moving from spousal benefits to retirement benefits, when it's possible to restrict an application, the availability of survivor's benefits, spousal benefits after filing for retirement benefits and divorced spousal benefits.

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Keep Your Benefits From Thieves By Opening A 'My Social Security' Account, AARP Fraud Watch Warns

Wed, 7 Mar 2018 09:30:00 -0500

Keep your benefits safe from thieves by setting up a "my Social Security" account, AARP Fraud Watch warns

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4 'Dividend Aristocrats' On Sale

Wed, 7 Mar 2018 07:00:00 -0500

The strength of the dividend lies in its ability to continually increase dividend payments to shareholders and for that reason, these companies have historically outperformed the S&P 500® by a little more than 1% per year and have been slightly less volatile.

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Social Security Is Shortchanging Widows And Widowers

Tue, 6 Mar 2018 15:26:00 -0500

An Inspector General's report found Social Security has underpaid widows and widowers at least $132 million. Here's how and how to avoid being shortchanged.

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FTC Gives Precautions On New Cards Being Sent To All Medicare Recipients

Tue, 6 Mar 2018 12:10:00 -0500

All Medicare recipients will be receiving new cards in the mail Here are some precautions they should take

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7 Big Estate Planning Mistakes: Leaving Assets Outright To Adult Children

Tue, 6 Mar 2018 11:30:00 -0500

It's seems natural to leave wealth directly to adult children. But that overlooks some potential pitfalls and some opportunities to make your wealth last longer.

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Using Life Insurance For Retirement Purposes

Tue, 6 Mar 2018 09:00:00 -0500

As you get older, your priorities will change and so will your life insurance needs.

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Employers Need To Be Pushed Harder To Help Workers Get Lost 401(k)s, Says GAO

Mon, 5 Mar 2018 15:33:00 -0500

Companies need to be pushed harder by the Department of Labor to help former workers get lost 401(k)s, the General Accountability Office said today

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The Forbes 2018 Tax Guide

Mon, 5 Mar 2018 14:40:00 -0500

Advice on filing your 2017 tax return, making the most of thenew tax law and avoiding tax scams and headaches.

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Hedge Fund Billionaire Ray Dalio Calls Trump's Trade War Talk 'Political Show'

Mon, 5 Mar 2018 11:33:00 -0500

President Trump's trade war rhetoric is "political show" and his current set of tariffs shouldn't have much of an economic impact, says hedge fund billionaire Ray Dalio.

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Impact PartnersVoice: When It Comes To Income, Is The Reward Worth The Risk?

Mon, 5 Mar 2018 10:37:00 -0500

Retirement is a great time to take a road trip to Vegas, but don’t gamble with your income during retirement. Take the guesswork out of saving money for retirement and get a stable plan in place.

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SAPVoice: How 30 Billion IoT Connections Will Build Future Industries

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

VIDEO: With IDC research predicting there will be 30B connected endpoints by 2020, it’s pretty certain internet of things (IoT) will invade every industry.

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Ask Larry: ​​​​​​Will Early Spousal Reduce A Later Widow's Benefit?

Mon, 5 Mar 2018 09:36:00 -0500

Today’s column addresses the effect of filing early might affect eventual widow(er)'s benefits, the reach of earnings deductions, potentially forfeited benefits, sequencing retirement and survivor's benefits and the effects of public pensions on Supplemental Security Income (SSI) benefits.

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4 'Strong Buy' REITs That Should Outperform

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

Strong Buy means that I am recommending a high-quality REIT that is trading at a wider margin of safety.

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Foreign Investors Boost Property Prices In Lisbon

Mon, 5 Mar 2018 06:00:00 -0500

As the city regenerates, Lisbon is becoming an increasingly popular habitat for foreign investors. Is the effect on property prices good or bad?

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A Tax Guide To MLP Funds

Sun, 4 Mar 2018 15:15:00 -0500

Some funds owe corporate income tax. Do their shareholders understand what’s going on?

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Is Unilaterally Declaring International Economic War An Impeachable Offense?

Sun, 4 Mar 2018 11:43:00 -0500

President Trump's imposition of steel and aluminum tariffs and his goading other countries to start a trade war constitutes a misuse of our country's major asset -- its economy and evidence of serious incompetence. This action arguably represents an impeachable offense -- one Congress must address.

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5 Ways To Turn Retirement Savings Into Income

Sun, 4 Mar 2018 10:00:00 -0500

We spend most of our life saving for retirement (hopefully), but what happens when you retire? How do you turn that nest egg into actual income? Let’s take a look at the pros and cons of several retirement income strategies:

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Your Top 10 Objects Your Kids Don't Want

Sun, 4 Mar 2018 08:00:00 -0500

The Savvy Appraiser and author of 'No Thanks Mom' on the household items grown kids don't want and what parents should do with them.

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U.S. IRS Reveals 100M Eligible For Free Tax Preparation After Refunds Confirmed

Sat, 3 Mar 2018 15:43:00 -0500

With tax season in the U.S. underway with a filing deadline next month of April 17 looming, the Internal Revenue Service (IRS) has said over over 100 million people (70%) qualify for free tax filing. It follows confirmation by the IRS of tax refunds in recent days at the end of February.

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5 Safe, Unlevered CEFs Paying Up To 9%

Sat, 3 Mar 2018 08:38:00 -0500

Legendary investor and Berkshire Hathaway CEO Warren Buffett recently gave us an insight into the type of dividend-paying fund he’d invest in if he could...

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Can Bonds Still Protect Your Stock Portfolio?

Sat, 3 Mar 2018 07:34:00 -0500

Early 2018 saw stocks and bond move down together. Does this mean the historical relationship is broken in this low yield world?

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Investing In A Longer Life, Lived Well

Fri, 2 Mar 2018 14:18:00 -0500

The desires for living longer and living well means there will be a growing need for longevity products, services and ideas.

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Ask Larry: ​​​​​​How Much Will My Wife Get?

Fri, 2 Mar 2018 09:46:00 -0500

Today’s column examines spousal benefits, possibly available benefits, withdrawing ––– which is distinct from suspending! ––– along with filing early and the Windfall Elimination Provision invoked by some public pension.

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Why Even With Stock Plunge, You Need To Worry About Bonds

Fri, 2 Mar 2018 09:09:00 -0500

Investors have always been taught that bonds are a safe haven. Here's how that idea could derail your retirement

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Exclusive: How Jeffrey Altman Gained 21% By Avoiding FANG Stocks And Betting Against Bill Ackman

Thu, 1 Mar 2018 15:03:00 -0500

Owl Creek's Jeff Altman gained over 21% net of fees by finding opportunity in everything from shorting Toy’s R Us bonds, to going long the restructuring of casino giant Caesars Entertainment and betting against Bill Ackman’s multi-year battle against Herbalife.

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This REIT Is Printing Money

Thu, 1 Mar 2018 10:39:00 -0500

Easterly Government sticks to critical missions of the Federal government that don’t go out of favor and the company does not have an interest in working with any other government, state or local, because they are not backed by the “full faith and credit” of the U.S.

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Impact PartnersVoice: How To Withdraw From Your 401(k) Before 59.5 And Avoid Penalties

Thu, 1 Mar 2018 10:36:00 -0500

Many of today's retirees are trapped, waiting for the golden age of 59.5 before they can access their hard-earned retirement savings. What those retirees don't know is that there may be a way around that rule, allowing them early access to their money - with no penalty.

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Falling Fees And A.I. Are Real: America's Top Advisors Say A Focus On Value Is The Only Solution

Wed, 28 Feb 2018 13:02:00 -0500

At Forbes and Shook Research's Top Advisors Summit at the Bellagio in Las Vegas, America's best FAs explained why increasing the value of their advice to clients is the only way to thrive in a financial world that's being radically altered by technology and low cost investment alternatives.

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Quiz: What's Your Financial-Emotional Score?

Wed, 28 Feb 2018 13:00:00 -0500

How's your financial emotional well-being? This quiz will give you a quick sense of your financial health.

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Job Services That Help People 50+ Find Work

Wed, 28 Feb 2018 12:24:00 -0500

A growing number of job services aim to help older job hunters find work. Here are a few of them, from LinkedIn's ProFinder to

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