Mike Lonier, of Lonier Financial Advisory, solved 'Andrew and Laura's' retirement income puzzle with a combination of products. A certified Retirement Management Analyst, he first builds a safe income floor and then invests for upside.
The debate over 'repeal and replace' has made it clear that if we are serious about providing universal healthcare to Americans, the only sensible option is single payer, writes our guest columnist, an economist at the Levy Economics Institute of Bard College.
'The delay is really more about giving the DOL time to rework the rule rather than companies really needing more time to prepare,' said Jamie Hopkins, co-director of the Retirement Income Program at the American College.
Milevsky said he is about to publish a “prequel” titled The Day the King Defaulted: Lessons from the Stop of the Exchequer in 1672.
Demographic “tailwinds” accounted for 48% of annual economic growth from 1990-2015, the report by the Berkeley Forum on Aging and the Global Economy said.
Sponsors of DC plans with over $50 million in assets were more inclined than sponsors of plans with under $10 million in assets to say they would replace their existing DC plan with a state-run plan (31% vs 22%), the LIMRA SRI study showed.
Brief or late-breaking items from Great American Life, Brookstone Capital, MetLife, Brighthouse Financial, and the SEC.