Retirement Planning

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Seniors May Reach Too Far For Yield, Regulator Says

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Banks should be cautious in marketing investment products to seniors who are trying to “reach for yield,” Office of the Comptroller of the Currency Thomas Curry said.

Lack Of Retirement Knowledge Leads To Stress

by FA Staff

Retirement no longer means not working, but a knowledge of retirement plans is necessary to prevent stress.

Retire Young And Stay Active Is The Plan For Affluent Americans, Survey Finds

by FA Staff

Fifty-six is the average age workers with over $1 million in investable assets plan to retire, and many intend to spend their free time traveling, according to a recent BMO Private Bank study.

Health Trumps Wealth For A Happy Retirement, Survey Says

by FA Staff

Health is more important than wealth when it comes to America’s retirees and their ability to enjoy life, according to a new survey.

Lack Of IRA Knowledge Leads To Low Contribution Rates, Two Surveys Find

by FA Staff

Two recent surveys suggest that fewer than one in five people contribute to individual retirement accounts, and one key factor is that people don't understand them.

Advisor Says Some Retirement Planning Options Are Often Overlooked

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Clients need to consider a number of alternatives to cover retirement costs, says an advisor.

Employer Financial Wellness Programs Create New Work For Financial Advisors

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The demand for financial wellness programs by employees is leading to a new avenue of work for advisors, including full-time positions at major corporations.

Retirement Picture Worsening

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Americans' retirement savings are shrinking, according to NIRS.

The Strong Dollar Just Made Retiring Abroad A Lot Cheaper

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For Americans abroad, including the 615,000 people who received their Social Security checks outside the U.S. last month, the strong dollar is something to celebrate.

Regulators Warn Pension Advances Can Threaten Retirement

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The Consumer Financial Protection Bureau warned Tuesday pension advances could threaten the retirement security of older Americans.

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