Browsing Tag
Retirement
2367 posts
Retirement, as defined by the law, encompasses two distinct aspects. Firstly, it refers to the voluntary fulfillment of an obligation or payment of a debt. Secondly, it involves the act of giving up one’s work, position, or professional activities.
How to Avoid COVID 401k-Related Lawsuits
The COVID-19 pandemic has brought about a staggering number of changes for employers in the past few months,…
9 Attributes of a Fiduciary Worthy of ‘Justified Trust’
When lay fiduciaries (trustees or investment committee members) lack the time, inclination, or knowledge to prudently manage their…
Senators Want Billionaire ‘Wealth Tax’ to Fund All Medical Expenses
Democratic Senators Bernie Sanders, Ed Markey and Kirsten Gillibrand have introduced a 60% tax on what they say…
Democrats Slam Trump, DOL’s Fiduciary Stance
A roster of high-ranking and high-profile Democrats sent the Trump Administration a sternly-worded letter opposing the Department of…
Targeted Help: How TDFs Aid Investors in the Current Market Crisis
Sponsored By: How are target-date funds performing in the pandemic-driven market crisis? What’s the biggest surprise and/or…
New Savings Data Suggests ‘Positive Signs’ of Recovery
Ascensus is out with hard data about three specific areas at the beginning and (now) recovery of the…
What’s Your HSA ‘Personality Type?’
Are you (or your client) a saver or spender? Budgeter, manager, long-term investor? HealthSavings Administrators has identified the…
Retirees Handling COVID-19 Better than Younger Generations?
Retirees are coping with the effects of COVID-19 far better than younger generations, despite the pandemic’s severe and…
MAJOR Absence of Minority Representation in Financial Regulation
“Perhaps one of the biggest open secrets in Washington, D.C. is the virtual absence of African American financial…
August Top Advisor by Participant Outcomes (TAPO)—Jania Stout
It’s a Family Affair “WE’RE DOING A LOT of financial literacy for younger adults and older kids,” Jania…