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RETIREMENT PLANNING

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How Advisors Can Solve The Retirement Income 'Puzzle'

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Clients need to be taught the meaning of post-retirement income, says Jamie Hopkins of Carson Group.

Americans Say They Need $2.2 Million To Be Considered Wealthy

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Yet 48% of respondents said they already feel wealthy today with an average net worth of $560,000.

Sebastien Page, Wade Pfau And Erin Wood Headline Inside Retirement

by FA Staff

Page will address the asset allocation outlook and whether the 60-40 portfolio is dead.

Wealthspire Acquires $1B AUM Richmond-Area RIA

by FA Staff

ACG Wealth Management brings along a retirement plan division.

Cetera Expands RIA Platform With $1.4B AUM Kansas Firm

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Cetera has bought the Retirement Planning Group at a time broker-dealers are making incursions into the RIA space.

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

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Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.

Fixed-Income Annuities Can Enhance Retirement Portfolios, Morningstar Says

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FIAs with lifetime income guarantees merit consideration by retirement planners in some situations, the firm says.

Uncertain Economy Has Derailed Retirement Planning For Many Americans, Study Says

by FA Staff

Americans are struggling with inflation, market volatility and other financial woes, the Allianz Life study found.

CAPTRUST Acquires Texas Firm With $710M In Assets

by FA Staff

Omega Wealth Partners adds to Raleigh, N.C.-based CAPTRUST's growing presence in Texas.

Is The Great Asset Shift For Real?

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Financial Advisor asked investment specialists how they're shuffling portfolios in a high-interest-rate world.

Students Anxiously Await New Student Aid Rules

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Will the Department of Education's December debut of the simplified FAFSA form meet expectations or receive an F?

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who wait.

Dynamic Retirement Spending For Changing Times

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Retirement doesn't look the same as it did three years ago. Here's how you can help clients turn their assets into income to meet their spending needs.

Capital Group: Retirement Plans Add Growth, Stability To A Practice

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There's never been a more compelling time to add retirement plan services, the firm says.

Pennsylvania Team With $400M In Assets Rejoins LPL

by FA Staff

Individual Financial Services was previously with Cambridge Investment Research.

House Moves To Include Collective Investment Trusts In 403(b) Plans

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A House committee approved a measure that would expand investment offerings for those participating in 403(b) plans.

Biden-McCarthy Debt Limit Deal Puts Government Services On A Diet

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The deal doesn't touch most of the fast-growing entitlement programs like Medicare, Social Security or Medicaid.

Wade Pfau On Using TIPS To Reveal A Retirement Plan's Funded Ratio

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This retirement income planning strategy relies on simplicity and two numbers.

Congress Prepares Bill To Fix SECURE 2.0 Catch-Up Contribution Snafu

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The legislation also aims to correct mistakes regarding RMD ages, lawmakers said.

Could $25 Billion In Social Security Payments Force A Debt-Limit Deal?

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The debt-ceiling crisis could potentially lead to Social Security payment delays for millions of Americans.

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