Retirement Planning Articles

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Workers Continue To Save For Retirement, ICI Data Shows

by FA Staff

American workers are contributing to DC plans at about the same rate as they did last year, according to an ICI study.

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Advisors Need Reverse Mortgage Knowledge, Says Lender

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Reverse mortgages should be seen as a financial planning tool, not a product of last resort, says lender.

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Employer Pension Cutbacks Continue To Mount

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Employers are continue to cut pensions, but the number of plan participants is way up, says a report from the General Accountability Office, the investigative arm of Congress.

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Increased Financial Education In Workplaces Raising Worry, Urgency

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Increased financial education in the workplace is heightening money worries, contends the sponsor of a new study.

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Clients Demanding Social Security Guidance From FAs

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The vast majority of clients are demanding Social Security guidance from their financial advisors, Nationwide Insurance says.

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FA Survey: Clients Are Controlling Spending, Prospects Are Unrealistic

by FA Staff

Prospective clients, however, are another story. Only 4 percent of advisors say prospects are very realistic about retirement.

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Boomer Retiree Prospects Up Slightly, EBRI Study Says

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Retirement prospects for baby boomers have improved slightly in the last year, but remain precarious for more than 40% of that generation, according to a new study.

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Millennials Offer Opportunity For Advisors, Survey Says

by FA Staff

Millennials profess caution and discipline when managing money, but only a small minority use the services of a financial advisor, according to a Northwestern Mutual survey.

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Time To Raise -- Or Scrap -- The Social Security Payroll Cap

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A small number of wealthy Americans have something to celebrate: They are done paying Social Security taxes for the year.

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LTC Costs Continue To Climb, Study Finds

by FA Staff

Rising long-term care costs are creating financial planning challenges for many, particularly baby boomers.

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