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Should I Take a $150,000 Lump Sum or $1,200 Monthly Payments for My Pension?
SmartAsset via AOL· 7 days agoWhen companies offer a pension, it's common to give retirees two options: collect the pension as a...
Lincoln National Corp Trims Stock Holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA)
ETF DAILY NEWS· 2 days agoLincoln National Corp trimmed its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 20.9% during the fourth quarter, according to the company in its most ...
Axxcess Wealth Management LLC Acquires New Position in Jackson Financial Inc. (NYSE:JXN)
ETF DAILY NEWS· 6 days agoThe fund acquired 4,286 shares of the company’s stock, valued at approximately $219,000. Other large investors also recently added to or reduced their stakes in the company. Advisors ...
27 Ugly Truths About Retirement
GOBankingRates via Yahoo Finance· 3 days agoFrom dealing with unexpected medical costs to supporting adult children, Americans often find themselves facing expenses they weren't anticipating in...
Regulators Must Distinguish Financial Advisement from Investment Advisement
WealthManagement.com· 3 days agoThe regulatory conflation of “wealth/financial” with “investment” dates back to 1987, and it...
Jill On Money: Progress on fiduciary
Herald & Review· 5 days agoFor years I have bemoaned the fact that many financial professionals were not always required to act in the best interest of their clients, i.e., they...
401(k) Alternatives: How To Save for Retirement Without a 401(k)
GoBankingRates via AOL· 6 days agoA company-sponsored 401(k) plan is just one option to save for retirement. If you work for a company...
StockNews.com Begins Coverage on American Equity Investment Life (NYSE:AEL)
ETF DAILY NEWS· 3 days agoStockNews.com began coverage on shares of American Equity Investment Life (NYSE:AEL – Free Report) in a report issued on Friday morning. The firm issued a hold rating on the financial ...
Don’t Forget About Sequence Risk
WealthManagement.com· 7 days agoWith the stock market at all-time highs and volatility normal, it’s easy for retirees, near-retirees and even advisors to get complacent about sequence...
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