Advisers: Spring's a Great Time to Evaluate Your Practice

Advisers: Spring's a Great Time to Evaluate Your Practice

Adviser Mark Bordelove shares some of his firm's practice management techniques and customer service strategies.

What Is a Defined Benefit Plan and How Does it Work?

What Is a Defined Benefit Plan and How Does it Work?

A defined benefit plan promises an employee a guaranteed retirement cash payout, but there are issues tied to such plans that require close scrutiny.

What Are Liquid Assets - and What Are the Best Ones for You?

What Are Liquid Assets - and What Are the Best Ones for You?

Liquid assets are any assets you own that can be quickly converted to cash.

Retirement Isn't All Fun and Games

Retirement Isn't All Fun and Games

And it shouldn't be, says Mitch Anthony. It should be a healthy, happy balance between vacation and vocation.

Citigroup, Like Goldman Sachs, Tries Internet to Bypass Bank-Branch Wars

Citigroup, Like Goldman Sachs, Tries Internet to Bypass Bank-Branch Wars

Citigroup's network of 689 bank branches in the U.S. and Canada looks paltry compared with JPMorgan Chase's 5,000-plus web and Bank of America's 4,353 locations. So the bank is using its online bank to lure new customers - with juicy yields on savings accounts.

What Makes People Truly Happy in Retirement?

What Makes People Truly Happy in Retirement?

Retirement expert Michael Finke knows that while money is important to our happiness, it's not the whole picture.

What Are Annuity Rates and How Do Annuities Work?

What Are Annuity Rates and How Do Annuities Work?

Annuity rates are the agreed-upon amount of money annuity providers pay out to annuitants, per the contract.

Income Inequality in America: Growth and Statistics

Income Inequality in America: Growth and Statistics

What is income inequality? And just how wide is the gap right now?

How to Pay Less in Taxes -- Especially in Retirement

How to Pay Less in Taxes -- Especially in Retirement

Ed Slott says when it comes to paying taxes, less is just less. And here's how to go from "forever taxed" to "never taxed."

Goldman Sachs CEO Uses Congress Hearing as Infomercial for Online Bank

Goldman Sachs CEO Uses Congress Hearing as Infomercial for Online Bank

Goldman Sachs is paying top-of-the-market interest rates on regular savings accounts via its online bank. So CEO David Solomon used his testimony at a U.S. House of Representatives hearing to tout the offering -- with the CEOs of low-paying JPMorgan Chase and Bank of America sitting close by.