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Can an adviser affiliated with an insurance company be fee only? Yes.
State rules on insurance affiliation complicate fee-only status for some CFPs.
How gay couples can act on Social Security benefits now
Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.
Delayed retirement reduces health care costs
I know I must sound like a broken record (or an iPod in permanent shuffle mode), but delaying retirement by even a few years can have a big impact on a client’s retirement income plan, thanks to higher Social Security benefits and by allowing their savings to continue to grow untapped.But here’s
Health care costs can sink a retirement plan
Advisers need to get ahead of the 'other' retirement crisis and plan for likely expenses.
Morningstar-HelloWallet deal ups the ante for financial wellness services
Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.
IRI to provide health care cost tool to members
Tool will enable IRI member firms to project how much retirees will spend on health care.
Finra, SEC at odds over disclosure of bad behavior by brokers
In today's Breakfast with Benjamin, Finra and the SEC's mixed messaging over how much badly-behaved brokers need to disclose stirs up new discussion, plus more on Millennials, Obamacare and the Ukrainian conflict.
Corporate bonds might not be a good place right now
Breakfast with Benjamin: Some big names, including Nouriel Roubini, are warning about a bubble in corporate bonds. Plus: Jeffrey Gundlach knows where the bond market bear is, insider trading on fantasy, should you drop health care coverage, cities not enjoying a housing recovery and about that West
Average retiree health costs could overtake Social Security benefits
Building Social Security benefits into your clients' retirement income plans? You might want to think again. Mary Beth Franklin on the "ugly truth" of what's eating that income.
John Hancock B-D to terminate health and insurance benefits
Registered representatives at Signator Investors Inc., John Hancock's broker-dealer, received some dismaying news on Tuesday: The firm will be terminating its health and insurance benefits and will freeze its retirement benefits plan at the end of the year. Effective Jan. 1, 2015, the firm will
Account opening is No. 1 tech concern: Survey
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
Doing complex Medicare and tax bracket math
Just as advisers have to become experts in learning the best Social Security claiming strategies, they need to learn how Medicare and tax rules could affect their clients' bottom line in retirement.
Boomers miss mark thinking Obamacare covers long-term-care insurance
Baby boomers are out of touch with the real costs of long-term care — and the likelihood they will need it. Seventy-two percent of boomers incorrectly assume that the Affordable Care Act will cover the costs of long-term care, according to a study released Tuesday by Nationwide Financial Retirement
Will older advisers pay more than younger colleagues for health care coverage?
Small-business health care plans traditionally have based rates on the average age of employees, so that older individuals in a plan benefited from lower rates if there were many younger employees.
Obama gives reprieve for canceled health care policies
President says "I completely get how upsetting this can be" for many Americans, gives those who've received cancellation notices from their insurers a one-year reprieve before they have to get new policies.
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