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.
5 Costs Taking Biggest Share of Retiree Budgets
Housing tops the list of the top 5 expenses for the 65-and-older retiree crowd, according to the a new analysis of federal data.
Strong Market Helps Self-Directed 401(k)s Rebound
The markets bouncing back from the sharp losses experienced at the end of 2018 helped the average self-directed…
New Standards Guidance Available for ‘Fee-Only’ CFPs
CFP Board this week issued a new guidance document to assist fee-only CFP professionals in complying with the revised Code & Standards.
ESG Investing: Facing Headwinds or Backed by Tailwinds?
A new study says most individual investors are indeed interested in exploring Environmental, Social and Governance (ESG) investing strategies.
21st Century Beating Up on Social Security Buying Power
Not sure how this is possible in a low inflationary environment when interest rates were kept near zero,…
Early Social Security Filers Often Have Regrets
Nearly four in 10 retirees have regrets about when they filed for Social Security says a new MassMutual study, showing six figures could be at risk.
New Bill Means Major Increase in RMD Age
Four-and-a-half years is pretty significant in your 70s, but that’s how much longer seniors could wait to take…
‘Next-Gen’ 401(k) Plan Package for SMBs Debuts
Principal introduces Principal IMPACT, an easy-to-administrate 401(k) plan package designed specifically to meet the needs of SMBs.
Helping Trump Make Informed Decisions a Top Priority for John Kelly: SALT 2019
You’ve got to hand it Anthony Scaramucci for inviting General John F. Kelly to Las Vegas. There’s not…
Lightning Round: Republican Strategists Look Toward 2020
Republican leaders 2020 insights reveal predictions on Trump’s possible opponents, with Biden and Sanders leading the discussion.