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RETIREMENT PLANNING

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The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule fails to provide the personalized approach needed in retirement planning.

How To Make The Most Of Retirement Savings In 2024

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Seven ideas for how to save smarter, from automation to rollovers and Roths.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and probably better off than they think.

Parents Are Risking Their Retirements To Support Adult Children

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With younger generations facing higher housing costs and a tricky job market, many are living at home.

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

Calpers, Other Public Pensions Pump Billions Into Private Credit

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Retirement plans are seeking higher returns, but there are risks.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Older Americans Are Now Earning Almost As Much As Younger Workers

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Seniors' labor participation rate is expected to rise as the rates of most other age groups stall or decline.

Gen Xers Are Staring Down The Largest Retirement Shortfall

by FA Staff

And just as bad, they're allocating 32% of assets to cash, Schroders finds.

Looking Out For The Amazon Of Financial Services

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To earn the “Amazon” moniker, firms need to integrate all of the functions of a comprehensive advice platform.

JPMorgan Is In A Fight Over Its Client's Lost $50 Million Fortune

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At age 78, Peter Doelger was worth at least $50 million, but as dementia set in over the next five years, it was nearly wiped out.

Trade Groups Tell DOL To Withdraw Proposed Fiduciary Rule

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Unions and consumer groups argue rule is needed to weed out costly conflicts.

These Are The Best And Worst Cities For Expats In 2023

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Northern and central Europe appear to be the best places to go for U.S. expats.

Allianz Life Survey Finds Investors Unclear On What Advisors Do

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The industry has failed to show investors that recommendations are individual and advisors want to help.

Advisors' Most Pressing RMD Questions For The Final Weeks Of 2023

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There's a lot of confusion on who will be subject to required minimum distributions before year end.

FPA Names 2023 Best Research

by FA Staff

Four academics have been acknowledged for their work to advance the financial planning profession.

When Cash Cows Become Loss Leaders

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As more people retire, you're going to have to be a different kind of advisor.

Using Guardrails For The 4% Rule

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After Morningstar came up with a new number in 2021, two divergent opinions about the safe withdrawal rate have now reconciled.

New Fiduciary Rule Targets Onetime Rollovers

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The rule would cut “junk fees” and provide billions in savings, the agency says.

Advisors Reflect On Their Worst Mistakes

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These advisors say that missteps early in their careers turned into learning experiences.

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