Retirement & Insurance
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Coming to Gen-Xers in retirement: Downward mobility
The Great Recession did a number on retirement savings of Generation X; early boomers, not so much.
It's lump: Massachusetts latest to probe pension advances
Massachusetts is the latest state looking into upfront pension payments to retirees amid concerns that the payment may be less than a plan's future value.
Life insurance as income tool
Policies with built-up cash value are popular vehicles for covering expenses in retirement
ING U.S. sets stock offering price at $21-$24 a share
Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.
Life insurance would get a boost from Obama IRA cap plan
Life-insurance-based retirement strategies will look even more appealing if President Barack Obama's pitch to cap IRAs at $3.4 million becomes a reality.
ING on a voyage to change its name, not its color
Insurer close to being spun off in an initial public offering; business to remain the same.
American Funds ups its game in retirement arena
Faced with outflows in retirement share class, American Funds launches new lineup of products, adds new options for advisers.
Slim pickings as T. Boone strikes out once again in OSU lawsuit
Appeals court rules against tycoon and athletic boosters in insurance case; 'not Cowboy's first rodeo'
Mary Beth Franklin: Ticking the right boxes for Social Security
Mary Beth Franklin: Ticking the right boxes for Social Security More than one spouse? Pick the highest benefit Order Reprints Although I was on vacation in Florida last week, my phone never stopped ringing and my e-mail box is full with questions about Social Security claiming strategies. (I'm
Weak health-care system helps knock U.S. down global retirement ranks
High income inequality and relatively low happiness levels don't help, report finds.
Social Security speak has advisers lost in translation
'File and suspend' and 'voluntary suspension' not the same thing; who knew?
Mary Beth Franklin: Virtual Social Security accounts can be a real pain
Safeguards to prevent identity can also prevent users from setting up online accounts
Back to square one
Phil Zins, 64, hasn't been retired for very long, but he, his wife, Mary, 62, and their adviser already have taken their retirement income plan back to the drawing board.
Former senator to lead insurance regulators' group
Ben Nelson of Nebraska to head up National Association of Insurance Commissioners
Ponnuru: Conservatives' income equality argument pure tripe - InvestmentNews
Celebrating rising value of health benefits a real reach; wage stagnation the issue
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC