Last Year Was Big for Corporate Bonds – What About 2016?
Last Year Was Big for Corporate Bonds – What About 2016? From: financial-planning.com (Bloomberg) – Corporate bonds had a big year in 2015, but it was not necessarily a good…
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How to spend your retirement savings without triggering a tax penalty
How to spend your retirement savings without triggering a tax penalty From: cnbc.com It’s not just saving for retirement you need to worry about, but drawing down your money at…
For Love or Money?
For Love or Money? From: wealthmanagement.com Florida Appellate Court affirms finding of spousal undue influence Statistically, undue influence is the most frequent legal basis for invalidating a will in Florida.1…
Managed-volatility funds have yet to be tested
…“The funds make sense, but they’re not a silver bullet,” he said. “If the market is down 30%, [managed-volatility issues] will be down less, but they’ll still be down.…The question…
Evaluating Financial Planning Strategies & Quantifying Their Economic Impact
Evaluating Financial Planning Strategies & Quantifying Their Economic Impact Kitces Report From: kitces.com For any financial planner who charges for their advisory services, quantifying the value (or value-add) of good…
How To Raise an Adult with a Trust Fund
…For example, young adults transitioning from being teenagers need to prepare to live on their own and should already know how to: (1) perform sophisticated household chores; (2) prepare and…
Inflation concerns are not such a big risk to equities right now
Inflation concerns are not such a big risk to equities right now From: finance.yahoo.com Anik Sen, PineBridge Investments’ Global Head of Equities, joins Yahoo Finance Live to discuss outlook on…
Read moreLTC Costs: 10 Most Expensive States for Nursing Homes
LTC Costs: 10 Most Expensive States for Nursing Homes From: financial-planning.com If not adequately planned for, a long-term care event can blow up a client’s portfolio. But just how expensive…
13 Countries With Better Retirement Systems Than U.S.
13 Countries With Better Retirement Systems Than U.S. From: thinkadvisor.com The U.S. continues to decline in Mercer’s ranking of the world’s pension systems The United States has continued its decline…
Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke
…“Yes, as soon as you slap a living benefit onto an annuity, it becomes even more complex; but complexity doesn’t equal bad,” says Scott Stolz, senior vice president of private…
