Retirement Planning Articles

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Retirement Savings Grow With Advisors' Help

by FA Staff

Baby boomers are not saving enough to meet their retirement goals, but advice from a financial planner helps, Natixis says.

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Maximizing Social Security Benefits Using Advanced Distribution Strategies

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More financial advisors should become familiar with these strategies to get clients the most in benefits, says this advisor.

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Borzi: 401(k) Brokerage Windows May Need Regulation

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An assistant DOL secretary says regulations or guidance may be needed to protect participants in 401(k) plans that allow investing in virtually all a brokerage has to offer.

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Two Couples, How To Begin With Advice?

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This advisor explains how she would start the conversation with two different hypothetical couples.

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When History And Asset Allocation Collide

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A CIO offers a new paradigm for generating enough retirement income for clients.

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Forced To Quit Work Early, Clients Turn To Advisors For Help

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Financial advisors are solving portfolio withdrawal worries for more people who find themselves unemployed in their early 60s, before Medicare and full Social Security kick in.

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Workers Not Taking Full Advantage Of Retirement Plans, Survey Says

by FA Staff

Many U.S. workers are not rebalancing or increasing contributions to their employee-sponsored retirement plans as often as they should, according to a new study by TIAA-CREF.

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Brokers Lure Soldiers Out Of Low-Fee Federal Retirement Plan

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Brokers at prominent brokerage firms have been talking federal workers into ditching their low-cost retirement plans and rolling funds over into high-fee products.

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Study: Fraud Increases Elderly Victims’ Willingness To Make Risky Investments

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Seniors who say they are financial fraud victims report being more willing to make risky investments, says a study discussed at the Retirement Research Consortium annual meeting in Washington, D.C.

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Life Care Founder Preston Becomes Billionaire On Aging Populace

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The aging populace has been a boon for Life Care Centers of America Inc., the third-largest nursing home operator in the U.S., and made the company’s founder a billionaire.

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