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According to TIAA-CREFF’s fourth annual Advice Matters survey, 63% of Americans believe that don’t have enough money to seek investment advice. However, nearly three our of four respondents said they would like to receive financial advice in the future. The survey also...

Target date funds have received some criticism of late for being too aggressive. The funds, which adjust their allocations as a worker ages, lost money last quarter. Most are down year-to-date as well. Here are three examples from our third-quarter Low Load Mutual Fund Update,...

One of the biggest fears retirees, or those nearing retirement, face is that they will outlive their retirement assets. A recent article from Financial Advisor cites research that does little to alleviate those fears. New research shows that Americans retiring in 2015 need to be...

In a CNBC commentary, Evan Kirkpatrick, founder and chief executive of Wendell Charles Financial, discusses what millennials need to know about retirement planning. As of the first quarter of 2015, according to the Pew Research Center, millennials are now the largest generation...