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Hefty 6.2% Social Security COLA Hike Could Help Future Retirees More Than Current Ones

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The estimated increase in the COLA would be the largest since 1983.

What's Behind The Boom In Annuity Sales?

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The annuities market has bounced back strongly after being racked by the pandemic last year.

Trade Groups Mull Asking DOL To Further Delay Fiduciary Rule Enforcement

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The rule puts restrictions on when advisors can profit from retirement plan investment or rollover advice.

Why Retirement Is On The Eve Of Disruption

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Retiring clients and their advisors want help. Don't disappoint them.

Tax Traps Abound For Clients Changing States

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Moving to an income-tax-free state may not always be worth it for wealthy clients, experts say.

Workers Remain Focused On Retirement Savings Despite Pandemic Challenges

by FA Staff

But many people are concerned they may never have enough money to retire.

LPL Stresses The Changing Client Experience At Focus Conference

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CEO Dan Arnold said that personalization is the new watchword.

The 'Prudent Person' Should Include Alternatives In Target Date Funds

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Alternative assets can strengthen and diversify a retirement portfolio.

Using Dividends For Retirement Income And Capital Preservation

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Clients who use dividends to fund a retirement should understand the risks.

Advisory Firms Expect Staff To Get The Vax

by FA Staff

Firms are employing safety measures including a “vax bubble” as staff returns to the office.

NFTs Could Go Even More Mainstream With Shopify's Latest Move

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NFTs have become popular in industries from sports memorabilia to fashion and art.

GDP Growth Under Trump Was The Worst Since Hoover

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The pandemic was only partly to blame. Ike, Obama, and both Bushes didn't do well on GDP growth either.

Michael Jackson's Estate And The Challenge Of Valuing Intangible Assets

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The estate recently won a major victory against the Internal Revenue Service.

U.S. Annuity Sales Jumped 39% In Q2

by FA Staff

The rebound was due to strong equity market gains, lower volatility and rising interest rates, SRI reported.

Vaccine-Mandated Retirements Are Here

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Vaccine mandates are the latest factor causing people to consider immediate retirement.

Preparing High Earners For Capital Gains Tax Hikes

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What would tax planning look like in a higher-rate environment?

Gray Divorce: What Financial Planners Should Know

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Planning for retirement is one thing. Planning for retirement after a mid-life divorce is quite another.

This Wedding Boom Could Lead To A Bad Hangover

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History indicates that marriages are stronger when consummated during troubled rather than boom times.

10 Best Overseas Retirement Destinations

by FA Staff

These international locations were ranked as prime options for Americans looking for affordable retirements.

How Do Governments Tax An Annuity?

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The amount depends on a number of factors, including how you bought the product and when.

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