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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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Clients with tax-deferred retirement accounts such as IRAs and 401(k)s will be faced with taking required minimum distributions (RMDs) once they reach age 70½. When this happens the distribution, based upon the account balance at the end of the prior year, needs to...

source: Investopedia

In an increasingly competitive landscape, most financial advisors have succeeded by providing quality service that retains their existing clients, with the average financial advisor retention rate at 94 percent. Yet the challenge...

source: Kitces

Each year the Foundation for Financial Service Professionals awards needs-based scholarships to students pursuing undergraduate degrees in a financial service related field. One of the 2016 scholarship recipients is Kingston Handley of Dunwoody, Georgia. Kingston is a sophomore...

source: FSP

Supreme Court Justice Anthony Kennedy has granted a stay of a court's mandate that Dignity Health get its pension plan in compliance with the Employee Retirement Income Security Act (ERISA) until a decision is made on the health care provider's petition for writ of certiorari...


An election-year bill to protect health care and pension benefits for about 120,000 retired coal miners and their families is one step closer to a vote in the full Senate. The Senate Finance Committee approved the measure, 18-8. Six Republicans, including Finance Chairman...

source: PBS

The Insured Retirement Institute (IRI) released a new research report that found the overwhelming majority of retirees who had at least $50,000 of savings at retirement have retirement income above the national median and have relatively...

source: IRI


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