Articles

Additional Resources

Below you will also find some additional resources that I’ve found to be helpful and informative. These readings are not required as homework, but I do think you will find them valuable.


Articles

9 in 10 consumers say financial pros have best interests at heart study

9 in 10 consumers say financial pros have best interests at heart study

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A Word About Registered Investment Advisory Firms

A Word About Registered Investment Advisory Firms

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AIG Insurance Customers Were Safe

AIG Insurance Customers Were Safe

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American Dream Fades Away

American Dream Fades Away

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An Interest Rate Hike Would Be Ugly For Bonds

An Interest Rate Hike Would Be Ugly For Bonds

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An Overview – Retirement Security And The Financial And Economic Crisis

An Overview – Retirement Security And The Financial And Economic Crisis

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Aon Hewitt sued for 401(k) 'kickback' scheme with Financial Engines

Aon Hewitt sued for 401(k) 'kickback' scheme with Financial Engines

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Average Inheritance Spent in 17 months

Average Inheritance Spent in 17 months

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Beating the Market? Dream on.

Beating the Market? Dream on.

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Changing Face of Private Retirement Plans

Changing Face of Private Retirement Plans

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Credentials to Look for in a Financial Adviser

Credentials to Look for in a Financial Adviser

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Dalbar 2016 Analysis of Investor Behavior

Dalbar 2016 Analysis of Investor Behavior

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Diminishing Returns: Why Investors May Need to Lower Their Expectations

Diminishing Returns: Why Investors May Need to Lower Their Expectations

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Don’t Make This Gigantic Social Security Mistake

Don’t Make This Gigantic Social Security Mistake

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Edward Jones hit with Second Lawsuit over excessive 401(k) fees

Edward Jones hit with Second Lawsuit over excessive 401(k) fees

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Effects of the Economic Crisis on the Older Population

Effects of the Economic Crisis on the Older Population

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Feds get caught in the crossfire between students and debt collectors

Feds get caught in the crossfire between students and debt collectors

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Fidelity settles lawsuits over its own 401(k) plan

Fidelity settles lawsuits over its own 401(k) plan

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Final Rule to Improve Transparency of Fees and Expenses to Workers in 401(k)-Type Retirement Plans

Final Rule to Improve Transparency of Fees and Expenses to Workers in 401(k)-Type Retirement Plans

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Financial Literacy Month-Annuities

Financial Literacy Month-Annuities

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Future of Retirement Income

Future of Retirement Income

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Gradually converting a traditional IRA to a Roth can boost nest egg

Gradually converting a traditional IRA to a Roth can boost nest egg

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Home Care Workers Can Finally Claim Victory

Home Care Workers Can Finally Claim Victory

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How Mutual Fund Trading Costs Hurt Your Bottom Line

How Mutual Fund Trading Costs Hurt Your Bottom Line

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How Social Security Benefits Are Calculated

How Social Security Benefits Are Calculated

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How a reverse mortgage can benefit retirement

How a reverse mortgage can benefit retirement

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Improving the Defined Contribution System

Improving the Defined Contribution System

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Income As The Outcome Reframing The 401k Plan

Income As The Outcome Reframing The 401k Plan

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Incorporating Home Equity into a Retirement Income Strategy

Incorporating Home Equity into a Retirement Income Strategy

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Investing Your Lump Sum At Retirement

Investing Your Lump Sum At Retirement

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Is Financial Monte Carlo Simulation Dead?

Is Financial Monte Carlo Simulation Dead?

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JP Morgan sued for self-dealing in its 401(k) plan

JP Morgan sued for self-dealing in its 401(k) plan

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Long-term-care insurance market sees rapid decline

Long-term-care insurance market sees rapid decline

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Majority would trade pay for a pension

Majority would trade pay for a pension

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Making a Case for Reverse Mortgages in Retirement Income Conversations

Making a Case for Reverse Mortgages in Retirement Income Conversations

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Market Risk Mortality Risk and Sustainable Retirement

Market Risk Mortality Risk and Sustainable Retirement

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Medicaid hit with $106 million cut from Illinois budget deal

Medicaid hit with $106 million cut from Illinois budget deal

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Medicare and Social Security Trustees Warn of Shortfalls

Medicare and Social Security Trustees Warn of Shortfalls

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Millennials Better Off Than Their Parents Debt, House Prices Suggest Otherwise

Millennials Better Off Than Their Parents Debt, House Prices Suggest Otherwise

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Morningstar unveils active vs passive performance comparison tool

Morningstar unveils active vs passive performance comparison tool

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NAFA White Paper on Annuity Income Opportunities

NAFA White Paper on Annuity Income Opportunities

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One in three Americans who get an inheritance blow it

One in three Americans who get an inheritance blow it

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Optimal Asset Allocation In Retirement-A Downside Risk Perspective

Optimal Asset Allocation In Retirement-A Downside Risk Perspective

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Optimal Retirement Income Solutions in DC Retirement Plans

Optimal Retirement Income Solutions in DC Retirement Plans

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Panicked Clients – Don’t Tell Them Patience Pays. Prove it!

Panicked Clients – Don’t Tell Them Patience Pays. Prove it!

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Pensions Vs. 401K’s: Why you should Care that Pensions are Going Extinct

Pensions Vs. 401K’s: Why you should Care that Pensions are Going Extinct

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Pursuing Retirement Success

Pursuing Retirement Success

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Real World Index Annuity Returns

Real World Index Annuity Returns

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Reasons Not to Invest with Financial Advisors at a Brand Name Firm

Reasons Not to Invest with Financial Advisors at a Brand Name Firm

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Reforms could solve Social Security funding woes

Reforms could solve Social Security funding woes

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Retirees need fewer stocks more annuities

Retirees need fewer stocks more annuities

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Retirement Income Planning Is Like Calculus

Retirement Income Planning Is Like Calculus

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Retirement Is Absolutely Terrifying to Every Generation

Retirement Is Absolutely Terrifying to Every Generation

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Retirement May Be Good for You

Retirement May Be Good for You

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Retirement Security 2015: Roadmap for Policy Makers

Retirement Security 2015: Roadmap for Policy Makers

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Retirement Vulnerability Of New Retirees

Retirement Vulnerability Of New Retirees

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Self-Dealing Lawsuit Filed Against Charles Schwab

Self-Dealing Lawsuit Filed Against Charles Schwab

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Sequence of Returns Risk, The Importance of WHEN Your Ups and Downs Occur

Sequence of Returns Risk, The Importance of WHEN Your Ups and Downs Occur

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Small Social Security cost-of-living adjustment likely for 2017

Small Social Security cost-of-living adjustment likely for 2017

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Table III RMDs

Table III RMDs

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Talking to Clients Suffering From High Anxiety

Talking to Clients Suffering From High Anxiety

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The 25 Documents You Need Before You Die

The 25 Documents You Need Before You Die

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The 4 Biggest 401(k) Mistakes People Make

The 4 Biggest 401(k) Mistakes People Make

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The Disappearing Defined Benefit Pension…

The Disappearing Defined Benefit Pension…

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The Fight Over Who Will Guard Your Nest Egg

The Fight Over Who Will Guard Your Nest Egg

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The Life And Health Insurance Guaranty System And The Financial Crisis of 2008-2009

The Life And Health Insurance Guaranty System And The Financial Crisis of 2008-2009

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The New Case for Reverse Mortgages

The New Case for Reverse Mortgages

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The Next 10 Years Will Be Ugly for Your 401(k)

The Next 10 Years Will Be Ugly for Your 401(k)

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Toward More Robust Lifetime Income-Integrating Downside Hedging Into Traditional Funds

Toward More Robust Lifetime Income-Integrating Downside Hedging Into Traditional Funds

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Transamerica settles 401k excessive-fee lawsuit with its employees for $3.8 million

Transamerica settles 401k excessive-fee lawsuit with its employees for $3.8 million

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Trust bust: Steer clear of the 8 biggest estate-planning mistakes

Trust bust: Steer clear of the 8 biggest estate-planning mistakes

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Two Costly Flaws of Target-Date Funds

Two Costly Flaws of Target-Date Funds

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Unrealistic optimism coloring workers' retirement views

Unrealistic optimism coloring workers' retirement views

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What You Think You Know About Money, but Don’t, Can Hurt You

What You Think You Know About Money, but Don’t, Can Hurt You

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What’s #1 For Brokers

What’s #1 For Brokers

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What’s Average-The Average Of The Years vs. The Compounded Average

What’s Average-The Average Of The Years vs. The Compounded Average

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When Claiming Social Security early makes sense

When Claiming Social Security early makes sense

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When outperformance puts active managers out of business

When outperformance puts active managers out of business

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When underperforming the S&P 500 is a good thing

When underperforming the S&P 500 is a good thing

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Who Will Pay For Mom’s Or Dad’s Nursing Home Bill? Filial Support Laws And Long-Term Care

Who Will Pay For Mom’s Or Dad’s Nursing Home Bill? Filial Support Laws And Long-Term Care

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Why 2 Million Dollars Might Make You Miserable

Why 2 Million Dollars Might Make You Miserable

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Why Very Low Interest Rates May Stick Around

Why Very Low Interest Rates May Stick Around

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Why We’re so Bad at Investing, Saving

Why We’re so Bad at Investing, Saving

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Why investors may need to lower their sights

Why investors may need to lower their sights

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Why planning for retirement is getting more difficult

Why planning for retirement is getting more difficult

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Why singles should not claim Social Security at 66

Why singles should not claim Social Security at 66

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Will Social Security be there when you need it

Will Social Security be there when you need it

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