All Things #Retirement - Editor, Retirement Weekly; Columnist/Contributor, MarketWatch, Wall Street Journal & USA TODAY; Adjunct @ Salem State Univ.; Speaker

Social Security Announces a Benefit Increase for 2017 — More than 65 million Social Security and Supplemental Security Income (SSI) beneficiaries will see their monthly checks rise 0.3%, or $5 to $1,360 from $1,355, the Social Security Administration (SSA) announced today. The 0.3% cost-of-living adjustment (COLA) will begin with benefits payable to more than 60 million Social Security beneficiaries in January 2017.

Average Social Security beneficiary to get measly $5 raise — Uncle Sam giveth and Uncle Sam taketh away. The nation's 65 million Social Security beneficiaries will receive a paltry 0.3% cost-of-living adjustment to their monthly checks in 2017, the government announced Tuesday. In dollars and cents, it means the average retired beneficiary's check will rise about $5 to $1,360 per month in 2017.

Retirement news - MarketWatch — In an effort to private-sector workers lacking access to employer-sponsored retirement plans, the New York City Comptroller has created a report based on research from The New York City Retirement Security Study Group detailing a public marketplace for retirement plans.

Investments for retirement — By 1. ETF Managers Group and Spirited Funds have brought to NYSE Arca an exchange-traded fund that invests in companies that produce and sell alcohol. The Spirited Funds/ETFMG Whiskey and Spirits ETF is designed to replicate the performance of the Spirited Funds/ETFMG Whiskey & Spirits Index. ETF Trends 2.

What the heck is reasonable compensation anyway? — By You might not be familiar with term "reasonable compensation" just yet. But come April 10 -- if not sooner -- you will be. Why so? That's when the Labor Department's conflict-of-interest rule goes into effect.

Retirement news - MarketWatch — By From PlanSponsor 1. Women who take breaks early in their careers face a potential retirement savings shortfall of up to $1.3 million dollars, research finds. Read more. 2. Participants in the Emerald Coast Eye Institute (ECEI) 401(k) plan have filed a lawsuit alleging that the company and its founder Samuel Poppell breached their fiduciary duties of prudence under the Employee Retirement Income Security Act (ERISA) by not properly diversifying investments.

Investments for retirement — By Franklin Templeton Investments has brought to market two actively managed exchange-traded funds. The Franklin Liberty US Low Volatility ETF invests in U.S. equities, aiming for capital appreciation and low volatility, while the Franklin Liberty Investment Grade Corporate ETF buys high-quality U.S. corporate debt, aiming for capital preservation and high income.

Retirement news: The week in review — By From PlanSponsor 1. Look for the new military retirement system to bring considerable financial uncertainty to the next generation of career military, with many service members and their families facing a potential future of smaller monthly retirement checks than under the current traditional pension program, according to a new white paper by First Command Financial Services, Inc.

Retirement news - MarketWatch — By From PlanSponsor 1. In a recently released white paper, analysts suggest defined contribution (DC) plan participants may have to increase their savings rate to adjust for future market expectations in order to realize their target replacement income goal. For millennials, that savings rate is 22%, according to research from NerdWallet.

Investments for retirement — By ProShares has brought to Bats Global Markets an exchange-traded fund designed to give exposure to the market for West Texas Intermediate crude oil futures without requiring investors to submit complex K-1 forms when they file their tax returns. The ProShares K-1 Free Crude Oil Strategy ETF is actively managed and has a 0.65% expense ratio.
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Oct 21, 2016

On this date in 1797, the U.S. Navy frigate Constitution was launched in Boston's harbor. Still afloat today. 

Oct 20, 2016

FINRA Files Rule Proposal With SEC to Protect Seniors and Other Vulnerable Adults From Financial Exploitation | 

Oct 20, 2016

My weekly gig on @MoneyLifeShow: Will future retirees see their entire Social Security check be used to pay for Part B premiums?

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