People in their 50s might wish to step up retirement savings to ensure they achieve their preferred lifestyle when they leave the workforce. Here are several ways to bolster savings, starting with taking advantage of catch-up contributions for retirement accounts.
Among people worth between $1 million and $20 million, 54% say wealth brings happiness and 65% say it delivers peace of mind, according to a survey by Boston Private. In addition, 70% of respondents equate wealth with financial independence and freedom.
Process improvements in three key areas can improve workflow and can provide finance with more time for analysis and advisory duties.
Here's an overview of state tax considerations resulting from the new tax law and the status of states' legislative responses.
A budget proposal from House Republicans would reduce entitlement spending by making cuts to Medicare and Social Security.
Hurricane season is stressful. Put your clients' minds at ease by helping them prepare financially.
The Securities and Exchange Commission has issued a draft of strategic priorities for fiscal 2018 through fiscal 2022. Goals established in the document would focus the SEC on better serving Main Street investors and better understanding and leveraging data to monitor and regulate capital markets.
Phased retirement and so-called bridge jobs might be a boon for people nearing the traditional retirement age who are not ready to leave the workforce. Volunteerism can help people test the possibility of a second career in the nonprofit space.
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