Retirement strategies »

Bernice Napach
Top 4 reasons you better discuss Social Security with clients
Article posted by Bernice Napach
Among them, the risk of losing clients who would rather switch to an advisor who will.

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Investments »

Kristen Beckman
10 best and worst states for military retirees
Article posted by Kristen Beckman
WalletHub ranked the best and worst states for military retirees based on the economic environment, quality of life and access to health care.

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Regulatory »

Michael Markey
3 exciting unintended consequences of the DOL rule
Article posted by Michael Markey
The death of FIA distribution and other products due to the DOL fiduciary rule is a travesty for our industry. Or is it?

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Retirement plans »

Emily Zulz
5 best practices to raise 401(k) plan participation
Article posted by Emily Zulz
Using its experience managing 401(k)s for 3 million participants, Merrill reports on the most successful ways plan sponsors can encourage healthy retirement planning.

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Economy »

Warren Hersch
6 questions about containing health care costs in retirement
Article posted by Warren Hersch
The health care industry needs more price transparency, as costs for medical tests can be thousands of dollars, HealthView Services's CEO says.

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