The Social Security Administration (SSA) recently took emergency steps to clear up a penalty levied against same-sex married couples as a result of the agency’s previous refusal to recognize their marriages...
The Department of Labor’s (DOL) “fiduciary rule,” likely to first take effect in June unless blocked by Congress or the courts, will deprive small savers of access to investment advice. For illustration, we can look to what...
Making personal financial management as easy as making a cup of coffee.
Morningstar launched a new personal financial management portal on Monday built around the ByAllAccounts data aggregation service Morningstar acquired in April 2014. Call...
When the Department of Labor rolled out its final conflict of interest rule earlier this month, the big winners were middle-class workers and retirees who’ve managed to set aside modest savings to fund a secure and independent retirement. No...
Got a plan? Write it down, then hang out. | monkeybusinessimages/iStock/Thinkstock
Despite the ubiquitous emphasis on the need to plan for retirement, few actually put it in writing. More than half of retirees have a retirement strategy, but o...
(Bloomberg) -- Retirement savers are upping their game: A record 13.6 percent of 401(k) participants raised their savings rate during the first quarter this year. Overall, employee contributions, combined with employer matching funds and...
Decisions are made by those who show up. | Copyright Spencer Platt, Getty Images
About 80 percent of investors are worried about the outcome of the 2016 presidential election, according to a survey by UBS. That’s why UBS Wealth Management Amer...
