Life Planning

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Why Regrets Weigh Heavily On 26% Of Retirees

by FA Staff

Many wished they had focused more on savings, traveling and spending time with family.

Increasing Wealth Not Calming Younger Investors, Advisors Say

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The young have benefited from the great wealth transfer, but still suffer investing anxiety.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

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Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

Another 'Great Retirement' Wave Hits The U.S. After Stocks Rally

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The number of retirees has surged in recent months, reaching a post-pandemic record in December.

Helping Pre-Retirees Avoid Serious Blunders

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Advisors can help those about to rock into retirement overcome common mistakes.

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Three Myths About Investing For Retirement

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

Retirees Flocked To Florida, South Carolina In 2023, Report Says

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New Jersey surprisingly came in third as a retiree destination, according to a report by moving company HireAHelper.

2024 Changes In Retirement Savings Can Help Advisors Serve Clients, eMoney Says

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Employees have new options this year under the Secure 2.0 Act.

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.

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.

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.

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.

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.

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.

The 10 Best U.S. Places To Retire In 2024

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The Rust Belt-heavy results of this U.S. News & World Report analysis may surprise you.

Politics Influencing Investment Decisions, Nationwide Finds

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Many Americans fear the 2024 presidential election could affect their retirement plans.

2024 Most Affordable Places To Retire

by FA Staff

These cities' costs for housing, utilities, food and medical fall well below those of others.

U.S. Retiree Surplus Is Still Near Two Million, Years After Covid

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The number of excess retirees has even unexpectedly risen from 1.7 million in June.

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