retirement planning

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  Employee financial wellness improved in first quarter

  By Warren S. Hersch  |  May 20, 2013

  In the first quarter of 2013, 55 percent of low-income households better managed cash flow versus 50 percent in 2012.

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  Social Security: The impact of a chained CPI switch

  By Tom Nawrocki  |  May 2, 2013

  Using chained CPI would help Social Security's bottom line ... and hurt retirees'.

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  Three

  By Richard Hoe  |  May 2, 2013

  Can an index ETF pass the 4 percent withdrawal rate test?

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  How to sell more life insurance while income planning

  By Todd Davis  |  April 15, 2013

  Maximizing your clients' Social Security benefits can free up money for life insurance protection.

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  Consumer mistrust leaves retirement planning in the dust

  By Sam J. Friedman, Val Srinivas  |  April 2, 2013

  Lack of trust prevents many consumers from seeking the financial advice they desperately need to fund their golden years.

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  Finance-induced stress among employees holds steady

  By Warren S. Hersch  |  March 26, 2013

  Fewer than one in five employees surveyed indicated experiencing “high” or “overwhelming” levels of stress in 2012.

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  The ABCs of IRA rollovers

  By Ed McCarthy  |  March 21, 2013

  There are plenty of assets in these plans waiting to be turned into retirement income. That’s where an advisor comes in.

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  Complex PPACA tax could benefit life insurance industry

  By Liz Festa  |  March 5, 2013

  The Net Investment Income mechanism could mean big things for whole life, annuities and retirement planning.

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  SSgA: Employees want more help with retirement planning

  By Warren S. Hersch  |  February 13, 2013

  The study confirmed previous SSgA findings about the need for employers to provide expert guidance and play an active role in helping make saving for retirement easier.

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  Cerulli: Most 401(k) participants delaying retirement

  By Warren S. Hersch  |  February 8, 2013

  The survey shows that 58.4 percent of 401(k) plan participants identify “not enough retirement savings” as a major contributing factor for delaying retirement. An additional 23.5 percent say the savings shortfall has “somewhat” affected their decision to delay.