Life Planning

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Hurricane Milton Is About To End Tampa's Century Of Good Luck

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A direct hit is looming for a thriving retirement mecca that has long avoided the worst effects of powerful storms.

Homebuyers Drawn To Asheville Are Hit By Horror Of Hurricane Helene

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The storm is a wake-up call for an area that's been a magnet for wealthy homebuyers over the past decade.

Gen X Women Want The Most To Retire, But Face The Biggest Shortfall

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They want $2.1 million to retire, on average, but fall far short of that, says a Northwestern Mutual report.

Many Americans Willing To Sacrifice Extra Social Security Income

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They fear not having enough savings and that Social Security could be depleted, a Schroders survey says.

Is That $1.8 Million Retirement 'Magic Number' Just Clickbait?

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Financial planners say headlines telling people they need a million or more to retire do more harm than good.

The ABCs Of SECURE 2.0 Rule Changes

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Tax law specialist Robert Keebler reviews how the law has impacted retirement and estate planning.

Savers Still Think They Need $1.8M To Retire, Schwab Says

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But their concerns about inflation and market volatility have eased.

Is The U.S. Retirement Crisis Real? Depends On Whom You Ask

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A PGIM survey suggests even $50,000 in savings can make all the difference in a retiree's outlook.

Retirees Rally Around RILAs

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Registered index-linked annuities have benefited from Fed moves and demographic trends.

IRS Rule On Inherited IRAs A Letdown, Not A Surprise

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The agency has clarified that account inheritors must take distributions annually over a maximum of 10 years.

How Childhood Experiences Impact Client Views On Money

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An advisor highlights how early life experiences can shape how a client deals with money as an adult.

Is The U.S. Retirement Crisis Real? Depends On Whom You Ask

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A PGIM survey suggests even $50,000 in savings can make all the difference in a retiree's outlook.

Americans Worry Extreme Weather Events Could Erode Their Retirement Savings

by FA Staff

Allianz Life said that most people aren't discussing this worry, however, with their advisors.

Florida's Cost Of Living Becoming Pricey For Retirees, Report Says

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The Sunshine State is home to some of the nation's most expensive retirement towns, a new report says.

Savers Still Think They Need $1.8M To Retire, Schwab Says

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But their concerns about inflation and market volatility have eased.

Investors With Advisors Plan To Retire Earlier, Survey Finds

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The Northwestern Mutual survey found that advisors breed confidence among their clients.

American Trust Retirement Offers Retirement Plan Help

by FA Staff

The new service, the WorkSaveRetire program, is designed to help advisors streamline plan operations.

Yes, Clients Can Save Too Much For Retirement

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Clients should save, but not to the point that they can't afford things that bring them joy.

Helping Clients Choose The Right Time To Retire

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When it comes to retirement, it's all in the timing, advisors say.

'I Live In Hell': Anti-Growth Fervor Grips South After Pandemic Boom

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Local groups are pushing for restrictions on new developments, saying an influx of residents has strained resources.

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