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Retirement Planning Articles
Gen Xers May Face Downward Mobility In Retirement
by Kathy LynchGen Xers are the least financially secure and the most likely to experience downward mobility in retirement among the generational groups, says PEW Charitable Trusts.
Social Security Complexities Can Befuddle Advisors, Expert Says
by Karen DeMastersSocial Security has more than 2,000 rules affecting benefits so it is no wonder few financial advisors understand all the intricacies.
Enrollment in Some U.S.-Funded Medicare Plans Could Spike 50% In 10 Years
by Bloomberg NewsMedicare Advantage plans for the elderly and disabled will swell to 21 million participants by fiscal 2023 from 14 million this year, says the CBO.
Baby Boomers Withdrawing IRA Money Too Fast, Survey Says
by Karen DeMastersAmericans 61 to 70 are withdrawing money at a faster rate than older retirees required to make minimum withdrawals, a new survey says.
Biggest Retirement Threat? It's Not Running Out Of Money
by Robert LauraThe greatest threat to retirement is rarely discussed or planned for, says columnist Robert Laura.
NFL Players Turn To Wall Street Careers When Game Ends
by Bloomberg NewsFive-time Pro Bowl cornerback Troy Vincent helps retiring players get a new start on life.
Three Shades Of Fiduciary
by Robert M. KaplanMany retirement plan sponsors are asking advisors the question: “What value are you providing for the fees that I am paying you?”
Young Workers Saving Earlier Than Boomers, Merrill Says
by FA StaffYoung, mass affluent workers have started to save aggressively for retirement much sooner than did the baby boom generation, according to a new survey.
Pension Harvesting Scams In Regulator Crosshairs
by Ted KnutsonBusinesses that lure retirees and injured workers into selling their pension distributions and settlement income streams have come under attack by federal and state regulators.
New Rules Would Require 401(k)s To Project Lifetime Payments
by Ted KnutsonNew rules that would require defined contribution plans to express accounts as estimated lifetime income streams are being proposed by the U.S. Department of Labor.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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What Advisors Can Do To Encourage ‘Money Talks’
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking. + Read more
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Branding In The Inbound Age
Can an advisor build a brand without millions to spend, without years to accomplish it, and when the firm may not have hundreds of advisors to spread the message? + Read more

