Strategies

• Wealthy investors overlook risks, U.S. Trust finds

  By Paula Aven Gladych  |  May 23, 2013

  Nearly half of high net-worth individuals say they have planned ahead for health care and long-term care costs in retirement.

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  Millennials overwhelmed by debt, survey finds

  By Paula Aven Gladych  |  May 23, 2013

  Millennials, a survey finds, are more worried about debt than their day-to-day expenses.

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  Did you just win $590 million?

  By Brendan Farrington  |  May 21, 2013

  So you have a lottery ticket worth $590.5 million. Now what?

• People who seek financial advice save more for retirement

  By Staff Writer  |  May 20, 2013

  People who don’t earn a lot but seek the advice of a financial advisor are more likely to save enough money for retirement.

• Employees taking proactive approach to finances

  By Paula Aven Gladych  |  May 17, 2013

  Employee financial wellness improved in the first quarter, continuing an upward trend that began in 2010.

• UK adults facing huge retirement shortfall

  By Paula Aven Gladych  |  May 16, 2013

  Like many Americans, adults in the United Kingdom are in denial about what they need to save for retirement.

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  CFPB focuses on senior designations

  By Rich White  |  May 16, 2013

  The Consumer Financial Protection Bureau recently took aim at the one area in the investment/insurance world where Dodd-Frank law granted it jurisdiction – issues affecting older Americans.

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  Retired couples may need $220,000 for health care

  By Paula Aven Gladych  |  May 15, 2013

  The amount of money retirees need to set aside for medical expenses dropped 8 percent this year.

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  Financial Engines to include IRAs on income+ offering

  By John Sullivan  |  May 15, 2013

  Financial Engines, which claims to be America's largest independent RIA, announced it is expanding its services to include IRAs.

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  Income-based premiums triple Medicare costs under PPACA

  By Robert Bloink, William H. Byrnes  |  May 15, 2013

  New rules put into effect under PPACA can impact retirement income planning in ways your clients might not yet realize, by increasing their Medicare premiums proportionally as income increases.