Archive for April 2018

A Setback for the Fiduciary Rule

A Court of Appeals ruling could set the stage for a Supreme Court opinion. The fiduciary rule is now a retirement planning standard – at least in 47 states. A recent appeals court ruling has dealt a blow to this new financial industry regulation, which has been applauded by investors and financial professionals alike.1 You probably…

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A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man. What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group. Most middle-class retirees get their income from three sources. An influential 2016 National Institute on…

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