Financial Planning Tips Pdf File


Department of Labor's fiduciary rule blamed for insurers' massive hit on variable annuity sales - InvestmentNews
Transamerica Life Insurance Co., Lincoln Financial Group, MetLife Inc., American International Group, Pacific Life Insurance Co. and Jackson National Life Insurance Co. were among those experiencing the largest annual losses: -45%, -42%, -39%, -31%,&nbsp.

Beyond the beach read: estate planning books for Canadians - The Globe and Mail
While estate planning books are no one's idea of a light beach read, three recent entrants to bookstore shelves aim to demystify the estate planning process for Canadians, allowing us to get this vital part of our overall financial plans in order. We.

DOL fiduciary rule pushes indexed annuity carriers to develop new products - InvestmentNews
Fiduciary Rule Comments: Some Conflict, Lots Of Interest Law360 (subscription.

Will new smart-beta strategies boost target-date funds' performance? - InvestmentNews
quot;If a client tells me they only look at their 401(k) plan every five years, target-date funds are a great solution to keep them balanced and in an appropriate asset allocation for their time horizon," said Kristin Sullivan, owner of Sullivan Financial.

Make the Most of World Investor Week with These Tips
U.S. securities regulators like FINRA want you to keep these tips in mind ... here. 7. Plan for and invest according to future needs and goals Before you make any investing decision, take an honest look at your entire financial situation, especially.

Voya's win in 401(k) fee suit involving Financial Engines bodes well for other record keepers - Pensions & Investments
The dismissal of a lawsuit against Voya Financial for its relationship with 401(k) robo-adviser Financial Engines could be a harbinger of success for other major retirement plan record keepers locked in similar legal battles. Judge Lorna G. ... Ms.

Justice Department continues to defend DOL fiduciary rule in court - InvestmentNews
Trump Moves to Kill Off Obama's Landmark Retirement Rule Wall Street Journal.

401(k) plans make big fund changes following new money market rules - InvestmentNews
According to the consulting firm Callan Associates, 64% of plan sponsors either changed to a different money market fund or eliminated their money fund altogether within the past two years, largely because of the rules. Of the employers that changed or&nbsp.

Group Therapy Is Saving Lives in Chicago - POLITICO Magazine
The eight BAM kids from the West Side left their meeting to go on a mission. Lined up by height, the shortest at the front, they walked around a block of homes, single file . It was a trust .... β€œThey want guidance or advice . They don't want it in a.

How to select the right TDF for a 401(k) plan - InvestmentNews (blog)
The promise of TDFs is that they are designed to protect investor assets from the risk of large losses stemming from inadequate or improper portfolio diversification. For advisers, this is directly aligned with the obligation under the Employee.

The appeal and pitfalls of holding unconventional assets in retirement accounts - InvestmentNews
quot;I think the main reason there's so much interest in having direct investments in these nontraditional items in retirement accounts now (as opposed to a decade or two ago) is simple: That's where the money is," said Tim Steffen, director of financial.