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What is the ‘Fiduciary Rule’?
What is the ‘Fiduciary Rule’?

Read more about the ‘Fiduciary Rule‘.

Protecting Yourself Against Fraud
VIDEO: National Retirement Planning Week
VIDEO: National Retirement Planning Week

A national effort to encourage Americans to rethink retirement and make a comprehensive retirement plan. For more information: Creating a plan Retirement Calculators

VIDEOS: Retirement confidence survey and the shruggie
VIDEOS: Retirement confidence survey and the shruggie

Fred and Lauren discuss the latest ERBI retirement confidence survey and “The Shruggie” ¯\_(ツ)_/¯     View the ERBI Retirement Confidence Survey (PDF) An article in Next Avenue from Richard Eisenberg states that Americans’ position on retirement planning can be summed up in an emoji: The Shruggie. ¯\_(ツ)_/¯. Read the...

When to Begin Social Security Payments
When to Begin Social Security Payments

As someone starts mapping out their retirement, one question many have is “Should I begin taking my social security payments before full retirement age, or wait?” Mike Switzer interviews Rusty Cagle, a certified financial planner and president of ASE Wealth Advisors in Greenville, SC.

VIDEO: Washington Post: Could you pass this retirement IQ test?
VIDEO: Washington Post: Could you pass this retirement IQ test?

This week The Washington Post featured a retirement IQ test.  Fred and Lauren discuss the quiz, and test themselves. Take the Quiz >

VIDEO: Retirement tips by age
VIDEO: Retirement tips by age

Watch now as Fred Nahhat and Lauren Smith take you through some tips on planning for retirement from you’re 20’s and beyond.

The Latest Tax Scams You Need to Avoid
The Latest Tax Scams You Need to Avoid

Don’t get conned by these crooks this tax season No one wants to be on the wrong side of the Internal Revenue Service (IRS). So, when what seems like an IRS official calls about an error on your tax return, it’s tempting to hand over your Social Security number...

Americans’ Position on Retirement Planning: The Shruggie
Americans’ Position on Retirement Planning: The Shruggie

A smattering of surveys find few people are taking basic steps After reviewing six recent surveys and studies from financial services firms and the U.S. government, I’ve decided that Americans’ position on retirement planning can be summed up in, well not a word exactly, but an emoji: The Shruggie. ¯\_(ツ)_/¯...

How Women Can Worry Less About Money
How Women Can Worry Less About Money

A financial pro suggests answering these five questions When it comes to money, what keeps women up at night? Northwestern Mutual’s 2016 Planning & Progress study reveals 87 percent of women feel anxious about their finances due to unexpected expenses, health care costs, credit card debt and more. Saving...

Older Worker Buyouts: The Double-Edged Sword
Older Worker Buyouts: The Double-Edged Sword

Fidelity is the latest to dangle one. What to do if you’re offered a package. Hear that drum beat growing ever louder? It’s the HR timpani, an ensemble of employers offering older workers voluntary buyout packages. Earlier this year, Fidelity Investments joined in, dangling such a package to the 3,000...

The Key to Career Success After 50
The Key to Career Success After 50

Insights from John Tarnoff, author of the new book, ‘Boomer Reinvention’ You have to smile when a guy opens his career-advice book with the lyric from the song Truckin by The Grateful Dead: “Lately it occurs to me what a long, strange trip it’s been.” The Dead and John...

Best Fixes for Debt and Savings Woes
Best Fixes for Debt and Savings Woes

Advice from the new Jean Chatzky/Dr. Michael Roizen book, ‘Ageproof’ (This is excerpted from the book Ageproof by Jean Chatzky & Michael F. Roizen, MD, with Ted Spiker. Copyright (c) 2017 by Jean Chatzky and Michael F. Roizen, M.D. Reprinted with permission of Grand Central Life & Style. All...

3 Easy Steps to Protect Your Credit
3 Easy Steps to Protect Your Credit

They’ll help provide financial stability as retirement nears You’ve heard the advice since starting your first job: a high credit score is the key to financial bliss. As important as it was then, a high credit score can also help provide financial stability as retirement nears. Fortunately, it’s now...

What To Do When Tax Refunds Exceed Expectations
What To Do When Tax Refunds Exceed Expectations

Tax season is the one time each year when many people get the chance to see the complete picture of their finances. By closely examining their tax information, individuals and families may find ways to save money and strengthen their financial situations. Many working families and individuals qualify for...