The Latest

Boomer Women Are Worse Off Financially

By Olivia S. Mitchell. (PHOTO: GETTY IMAGES/ISTOCKPHOTO) Boomer women, now in their 50's and 60's, are doing worse financially than older women in the 1990's.  According to new research with Annamaria Lusardi of the George…
Read more >

Claiming Social Security? Check your Financial Knowledge

By Diane M. Wilson CFP® Individuals today make more financial decisions than previous generations.  Previous generations saved for purchases before buying, worked until they could no longer work, and lived in…
Read more >

Closing the Knowledge Gap: Findings from Social Security Research

Journal of Financial Planning by fpapractice Associate Editor Ana Trujillo.  Social Security is a complex thing for your clients. At what age should they start benefits? What are the rules?…
Read more >

Debt dims boomers’ retirement prospects according to new study

InvestmentNews by Mary Beth Franklin Retirement prospects are changing according to a new study.  The study shows ongoing bills impede savings and boost income needs. What is the biggest difference between…
Read more >

Older Adults Place Less Value on Saving

[caption id="attachment_687" align="alignleft" width="300"] Photo: Bloomberg News[/caption] Older adults place less value on saving because advanced age impacts how willing a person is to save for the future. Each year a…
Read more >

Clients still need Social Security advice

InvestmentNews Editorial: File and suspend's elimination doesn't mean advisers should put Social Security planning on the shelf. The Bipartisan Budget Act of 2015 took the wind out of the sails…
Read more >