What if you could boost your clients’ retirement nest eggs by $42,885 guaranteed - and absolutely free? You’d do it of course, but not without asking first: “What’s the catch?”
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Conventional wisdom suggests the best retirement plans carry no debt. But advisors need to take a more sophisticated view and put a premium on debt-enhanced liquidity
Assume your client has been told that other family members may qualify for benefits based on his SS record. However, the amount of benefits will be subject to the MFB.
Not for long. | Copyright Alex Wong, Getty Images
Social Security is in even worse financial shape than we thought, according to some Harvard researchers which looked at all forecasts the administration has made for the program over its 80-yea...
Smells like teen spirit. | Copyright Frank Micelotta, Getty Images
Many people are unhappy about their retirement prospects these days, but perhaps none moreso than members of Generation X. More than two-thirds (67 percent) of Gen Xers believe...
Rematch? | Copyright Harry How, Getty Images
ETFs sold through retail channels in the first quarter outpaced mutual funds for the first time in four years. ETF assets being sold through independent b/ds, wirehouses, RIAs and discount brokerage...
Investors young and old love Apple. | Copyright Justin Sullivan, Getty Images
Millennials and baby boomers may have different levels of trust in financial services and engage banks and advisors in very different ways, but when it comes to inve...
Carl Icahn's not impressed. | Copyright Michael Nagle, Getty Images
A lot of people probably wish they could replicate the moves of famous activist investors like Carl Icahn, Bill Ackman and Daniel Loeb, fund managers who have achieved high re...
