The availability of ETFs in retirement accounts gives investors access to a wider array of investments, but not all choices are appropriate in these accounts.
Long-term care premiums are rising in many states. Seniors are letting policies lapse and not just for financial reasons. Is Medicaid the backup plan?
A bucket approach to investing helps seniors feel more secure about meeting retirement needs.
What if you could participate in the market’s upside performance while protecting yourself against downside risk?
These products exist. They are equity-indexed annuities and equity-linked CDs.
NASAA is proposing model legislation to protect vulnerable adults from financial exploitation.
A spending plan is a more consumer-friendly approach to allocating funds.
The end of the quarter end is interesting when portfolio managers dress up their portfolios.
When seniors tap the equity in their home through a loan, they’re re-leveraging their investment in their residence. A reverse mortgage doesn’t have a monthly payment, but the interest expense is added to the outstanding loan balance.
The Financial Industry Regulatory Authority has proposed a rule that would help the companies it regulates do more to protect seniors and other vulnerable adults from financial abuse.
Turbulence over 401(k)s and fiduciary standards may create an opportunity for the announced launch in 2016 of Betterment for Business, a 401(k) platform.