We get lots of inquiries about the best way to treat Social Security Retirement beneifits in the retirement planning process. The following will help provide some insight into important aspects of this benefit: Doing the Math on Social Security July 15, 2010 How are your Social Security benefits figured? This question comes up a lot. […]
Where have we been, and where are we headed? The following Outlook and Positioning presentation highlights issues such as: Causes of the second quarter’s market disarray Positives in the economic outlook Developments to watch in the short and long term SEI explains their reaction to current economic conditions here.
This is not the time of year when everyone wants to stay indoors with their finances. But a midyear review of your tax situation, retirement and spending issues can be far more valuable than the rushed attempt most people make at the end of the year — or when it’s too late at tax time. […]
Harvard Pilgrim Health Care and the Massachusetts Division of Insurance (DOI) have reached agreement on small business and individual premium rates for the remainder of 2010. This settlement comes on the heels of Harvard Pilgrim winning its administrative appeal with the DOI on the amount it can charge small businesses and individuals for the second quarter of 2010. In recognition of its commitment to its customers, Harvard Pilgrim voluntarily agreed not to ‘retro-bill’ for the months of April, May, June and July.
Recent research from the Financial Planning Association® (FPA®) shows that planners are embracing annuity products to help a more conservative generation of clients protect assets and reach their retirement goals. Apparently the White House is getting in on the annuity bandwagon as well.
Estate planning is an essential part of anyone’s personal finances — no matter how wealthy you are. But even for those who have been diligent about planning for their spouses and heirs, this is a year when it may make particular sense to re-examine your strategy.
You may have read that term life insurance rates are at historic lows and that now is the time to buy. It’s worth a quick primer on why life insurance is necessary and who should buy it before getting to specific amounts that individuals should own.
Sovereign debt troubles continue to persist in Greece and other parts of peripheral Europe, resulting in volatile global markets and heighted anxiety.
From a market perspective, the month of May had more than its fair share of challenges.