Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
Older Adults Greatly Underestimate Social Security Benefits: NBER Research
Working paper shows that on average they shortchange monthly income by $158 per month or nearly $2,000 per year
2023 Morningstar Awards for Investing Excellence Finalists Revealed
Winners in the “Outstanding Portfolio Manager” and “Exemplary Stewardship” categories will be announced March 21
2024 Social Security COLA Could Drop Below 3%
Looming recession could mean next year’s cost-of-living adjustment will fall well short of this year’s historic 8.7% raise
Relocating to Shore Up Retirement Funding
Vanguard paper explores how relocating (and downsizing) can be a lucrative way for retirees to stretch their retirement savings
5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney
Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact larger retirement plans.
Biden’s Budget Seeks Ban on ‘Mega-Roth’ IRAs
The $6.8 trillion budget released today, deemed “DOA” by House Republicans, includes a variety of tax increases for wealthy
Self-Directed 401(k)s Also Fell 20% in 2022, Schwab Report Shows
Latest SDBA Indicators Report shows a modest 2.45% gain in Q4
Financial Finesse Tackles College NIL Market with Free Certification Program
Financial wellness pioneer donates sweeping new name, image, and likeness financial literacy platform to all college student athletes
Personal Capital is Now ‘Empower Personal Wealth’
Creation of Empower Personal Wealth results from internal merger of Personal Capital and Empower’s Retirement Solutions Group
Elton John Still Singing Praises of Protected Income
Recently “retired” superstar continues partnership with Alliance for Lifetime Income