Wealth Management
Top editor picks, summarized for you
7/6/2015

Older American women going through a divorce would benefit from assistance from a certified divorce financial analyst or a tax planner, research shows. Divorces involving people ages 55 to 64 more than doubled from 1990 to 2012, according to a study from Bowling Green State University.

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ThinkAdvisor
7/6/2015

Not all people approaching retirement are doing so with confidence. In fact, many are looking at a host of significant financial troubles. Making it all work out increasingly requires creative new approaches.

7/6/2015

Millennials can save plenty of money for retirement if they start investing early, manage their finances carefully and keep track of their credit score, Cassandra Latsios writes. A good financial plan "can bring you comfort and give you time to enjoy life," Latsios writes.

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AdviceIQ
7/6/2015

Retirement savers must know their budget and their income sources -- now and in the future -- as they develop an investment strategy, Gary Parsons writes.

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Gary Parsons
7/6/2015

Retirement-investing plans can be undone if they fail to account for inflation, Matthew Frankel writes. He suggests increasing one's rate of retirement savings, adding an IRA and investing in equities.

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The Motley Fool
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Matthew Frankel
7/6/2015

Financial planner Pam Dumonceau writes about advising a couple about arranging their retirement finances in light of the husband's slow-moving cancer. The strategy includes funding for travel and for health and long-term-care insurance.

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The Denver Post
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Pam Dumonceau
7/6/2015

An investing strategy by Wade Pfau and Michael Kitces upends conventional wisdom about bond and equity allocations, Sean Williams writes. Williams endorses the plan overall, but questions the argument that pre-retirees should increase bond allocations right before retirement.

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The Motley Fool
7/6/2015

Target-date mutual funds come with an array of options, fees, risk levels and guide paths. Adviser Terry Savage outlines the differences, writing that "they are not the final answer to retirement security."

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Terry Savage, mutual funds
7/6/2015

Many middle- and high-income Americans could boost their monthly income by annuitizing their financial assets, a paper from the Center for Retirement Research at Boston College concludes. Annuities offer a simple option for retirees to protect themselves from the risk of outliving their savings.

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PlanAdviser.com
7/6/2015

Sponsors of 403(b) workplace retirement plans are still having difficulty with compliance seven years after the IRS adopted regulations. The IRS Advisory Committee on Tax Exempt and Government Entities has called for additional guidance to help plan sponsors.

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PlanAdviser.com
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Internal Revenue Service

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