| Nov 12, 2013
| 11:36 AM
The percentage of U.S. workers who participate in their employers’ retirement plans slipped to 39% in 2012, according to a report by the Employee Benefit Research Institute.
Despite the tax savings and long-term benefits of stashing pre-tax...
| Nov 12, 2013
In 1991, Mark Kaufman was a physical therapist and athletic trainer with a receptionist, a small space at Clark and Oak streets, and an idea.
He became the trainer for local schools, sometimes for free, sometimes for a small stipend, as a way of...
| Nov 8, 2013
| 6:49 AM
Opposition is mounting on the City Council against Mayor Stephanie Rawlings-Blake’s latest sweeping pension change, which would switch new city employees from a traditional pension system to a 401(k)-style plan.
City Councilwoman Helen Holton,...
| Nov 8, 2013
With less than two months to go before the end of the year, now is the time for some quick maneuvers so your tax return doesn't make you sick early next year.
There are major changes this year for individuals with adjustable gross incomes over $200,000...
| Nov 1, 2013
| 7:52 PM
When Robert Rizzo pleaded no contest to corruption charges last month, many of the trappings of his former life as Bell's highly paid city manager were gone: the house near the ocean in Huntington Beach, the horse farm outside Seattle, the stable of...
| Oct 25, 2013
Have you heard that 70 is the new 65?
If not, you will. Momentum is growing to get people to think that way before retiring. The notion is being trumpeted in the nation's capital as a way to ease pressure on Social Security, and it is circulating among...
| Oct 23, 2013
| 10:51 AM
The average millennial graduating from college today will not retire until age 73 because heavy student-loan debt will prevent them from saving enough money for an earlier retirement, according to a new study.
The typical graduate has a “seemingly...
| Oct 20, 2013
| 9:46 AM
In March, Sukran Sir lost her father. Then she lost her job.
There was more bad news: The 58-year-old Ventura County resident was expecting to get unemployment benefits but hasn't heard whether she qualifies, despite two phone interviews.
| Oct 16, 2013
| 3:09 PM
Alleged wrongdoing by stockbrokers is routinely erased from public records, making it difficult for investors to check the past conduct of financial advisors, according to a new study.
The report found that stockbrokers almost always succeed in...
| Oct 14, 2013
| 1:26 PM
More than 4 in 5 older Americans expect to keep working during their latter years, a sign that traditional retirement is out of reach for vast swaths of society, according to a new survey.
Among Americans ages 50 and older who currently have jobs, 82%...
| Oct 13, 2013
| 11:00 AM
The 2013 Ask An Expert Hotline drew 244 telephone callers and 35 people to an OrlandoSentinel.com chat room, all seeking advice from Certified Financial Planners about investments, retirement and other money issues.
The free event is sponsored by the...