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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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Advisors prepare for the worst as they anticipate clarification on the fiduciary rule and its possible impact. With less than six months before the DoL begins to implement its rule in April, advisors still have questions about how they...

source: Financial Planning

Social Security checks will increase by a measly 0.3 percent next year. That's according to the Social Security Administration, which announced its 2017 cost-of-living adjustment. The "COLAs" are based on increases in the Consumer...

source: CNBC

As your clients look forward to retirement, they probably have at least a general idea of how they hope their lives will unfold in the years to come. But have they shared these dreams, desires and goals with their spouses? It's important to see how closely they align with...

source: U.S. News & World Report

A recent survey of 1,500 investment advisors conducted by Pershing and Beacon Strategies shows the mushrooming growth of the exchange-traded fund (ETF) market and that among the generations baby boomers show the most interest in investing in these funds. Investors are dumping...

source: Investopedia

Millennials are buying mutual funds – perhaps because they have no other choice. According to recent research from the Investment Company Institute (ICI), millennials born between 1981 and 1998 are more likely than older generations to hold mutual funds only in their...

source: Financial Advisor

Divorce in the U.S. surged in the 1970s and 1980s as the baby boomers reached adulthood. As they enter retirement, they’re still splitting up, and it’s having a disproportionate effect on women. Even as divorce rates for younger Americans have fallen, failed...

source: Bloomberg


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