- Medicare Parts A and B cover hospitalization and doctor visits for most people age 65 and older. A...
- A December 2012 WSJ poll shows what its readers invest in for income, beyond conservative bonds:...
- Suppose you have a client with $1 million who needs current income for the next 30 years. Assuming...
- There are 29 states with “financial support” laws that could result in a patient’s adult children...
- Suppose you had a client with a $1 million nest egg (½ stocks and ½ bonds) who began taking...
- As of November 2012, roughly 46 million U.S. households (two out of five) held a combined $5...
- Each day, 182,000 people visit a Social Security office. One strategy considered by married couples...
- Advisors who have clients converting a traditional IRA into a Roth IRA should consider the...
- According to Fidelity Investments, typical wage earners should aim to save at least eight times...
- For the 2011–2012 academic year, the average tuition and fees across the U.S. were $8,244 at four-...
- According to authors Diamandis and Kotler (Abundance), if every word written from the earliest days...
- A survey by LMSR and Invesco Van Kampen Consulting shows what words are preferred by investors when...
- The following three tables, based on a 20-, 25-, and 30-year period, show the chances of whether or...
- Even though national divorce rates have declined since peaking in the 1980s, divorce rates for...
- Since the end of 2008, a point in time when the financial crisis was near its worst, investors took...
- For someone whose normal retirement age for Social Security is age 66, taking benefits as early as...
- According to Reverse Mortgage Insight, the top three reverse mortgage lenders for 2011 were MetLife...
- Ron Carson is one of the most successful wealth managers in the country and offers different “boot...