Retirement

Retirement strategies >>

Michael Markey
These are the 7 steps Dave Ramsey followers really need
Article posted by Michael Markey
Ramsey’s tenets sound pretty good … until you actually look at his math.

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Investments >>

Steve Selengut
When is 2 percent better than 6 percent? When the DOL says it is
Article posted by Steve Selengut
The 401(k) "space," as they call it, has become a lucrative product shopping mall, totally out of touch with what should be the purpose of these "quasi"-retirement programs.

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Retirement plans >>

Vanessa De La Rosa
The 10 worst states for retirees' taxes
Article posted by Vanessa De La Rosa
When your clients enter retirement, their state's tax laws can pack a big punch on their portfolios. Which states are the least tax-friendly for retirees?

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Economy >>

Sarah Schwarcz
Why are Americans putting off retirement?
Article posted by Sarah Schwarcz
The number of Americans over the age of 60 delaying retirement is down from 66 percent in 2010 to 53 percent today, according to a study by Careerbuilder.com. We’d like to share some takeaways from this important study.

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Regulatory >>

Roccy Defrancesco
Compliance bombshell: New regs to curb EIUL illustration abuses
Article posted by Roccy DeFrancesco
I've been beating the drum for several years about abusive illustrations that continue to come across my desk, and now it looks like those abuses are going to dramatically change the EIUL industry.

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