Rethinking65

Erica Carter is passionate about her job, and she has seven acres of flowers and vegetables to show for it. Carter's specialty is reeling in grants to support students in the Omaha Nation school district, where she is a finance manager. One paid for the g

When a couple meets with a financial advisor for the first time, they typically expect the conversation to be mostly about numbers: account balances, rates of return, asset allocations, and so forth. Certainly, those are important components of any financ

The Northeast and Midwest are once again sweeping the rankings of America's hottest ZIP codes, demonstrating that home buyers are willing to pay for more square footage and established character - even if it means a longer commute or a smaller discount ve

In May, I did something for every family I work with. I pulled up the current beneficiary designations on every account I had a record of. Traditional and Roth IRAs. Active 401(k) and 403(b) plans. Old 401(k) accounts still sitting at previous employers.

Building wealth and preserving wealth are two entirely different professions. Most families spend a lifetime mastering the first without realizing they'll eventually need the second. I know a family that spent decades transforming a regional business into

To fix Social Security, reduce the deficit and curb the influence of the wealthy, tax the rich. Alicia Munnell, former director and current senior advisor of the Center for Retirement Research at Boston College, offers that advice in an opinion piece on t

The global sustainable fund industry has seen just a handful of new launches this year as weak performance, investor withdrawals and heightened regulatory scrutiny prompt asset managers to close products and rethink how they market sustainability. Europe,