U.S. court upholds Obama-era retirement advice rule
A U.S. federal judge on Wednesday upheld an Obama-era rule designed to avoid conflicts of interests when brokers give retirement advice, in a possible setback for President Donald...
What’s the best age to retire?
Retirement columnist BOSTON (MarketWatch)—If you’re going to do it—retire, that is—you might as well do it at the right age. And doing it at the right age, according to the authors of a soon-to-be published paper, involves a bit of homework Retiring at the optimal age should not be left to chance, according to Kenn Tacchino, a professor of taxation and financial planning at Widener University, and Patricia Tacchino, co-authors of a soon-to-be-published paper in Benefits Quarterly Rather, choosing a retirement age needs to be a rational decision that accounts for a variety of confusing and competing consideration, the Tacchinos wrote. And to reach a rational decision, the authors say, would-be retirees would benefit from…
Quick Financial Tip: Mortgage Process
Our goal is simple: To improve the financial well-being of our members. This also happens to be the mission statement at Mutual 1st Federal. We want to make ...
How Lower Fees Could Put Independents on Top
Asset management fees are coming down as lower-cost passive investments take center stage and calls for radical transparency in fee disclosure get louder This means change is coming to the wealth management arena as well, say industry experts How this plays out for individual advisors will depend on their technology platforms and, according to Shirl Penney, CEO of Dynasty Financial Partners , on their ability to articulate value and offer distinct services under clear pricing policies. New York-based Dynasty provides a la carte infrastructure support and related services to about 40 RIAs. For Penney, the fact of “fee pressure and the fear of margin compression” among wealth managers is “undeniable” as “the rate of innovation” in…
How To Attract Wealthy Women Clients
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How to Pay off Payday Loans
Here's how to pay off your payday loans. Read these payday loan tips before you apply and learn how to get payday loans paid off and avoid legal hassles.
Financial Services Blog
Our financial services blog includes information about employee benefits, wealth planning, student insurance, individual health plan solutions and more.
Changing the Way You View Market Volatility
For those experiencing concerns over a 360 point in the Dow Jones Industrial Average, the decline needs be put into proper context. Wednesday’s
Top 10 financial firms ranked by investor satisfaction
Tips to Simplify Home Loan Process
Are you looking for ways to simplify and reduce the stress of the home loan process? Check out these tips to help you do just that! Disclose All...