Life Planning

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Inheritances Be Damned: Clients Want To Spend While They Can

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After the pandemic, more clients are seizing the moment and putting their money to use before they die.

Creating Realistic Retirement Budgets

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Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.

The Illusion Of Affluence

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Too much consumption hampers wealth creation.

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Preventing The Second Home Dream From Becoming A Nightmare

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New costs and aggravations have put people off buying a second property.

Workers Want More Financial Benefits From Employers, Morgan Stanley Says

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A company survey found that retirement assistance is a top priority among employees.

How To Talk To Employees About A Changing Retirement Landscape

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A person's financial situation directly impacts their "wellness," regardless of their account size.

Baby Boomers Are Loving The 'Freedom' Of Renter Life

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The boomer generation prefers the flexibility of renting a home versus buying one.

New Group Aims To Keep Politics Out Of Pension Investing

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The nonprofit Alliance for Prosperity and a Secure Retirement includes BlackRock as one of its founding members.

The Trial Of The Fiduciary Rule For Crimes Against The Fiduciary Rule

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The fiduciary rule fails to advance the best interests of retirement savers.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

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The program would reduce withholding on overpayments from 100% to 10%, the program's commissioner said.

All-Cap Withdrawal Magic

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Could a less constrained allocation unleash higher withdrawal rates for retirees?

Don't Wait For The 'Great Wealth Transfer'

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Long before the assets move, important decisions are being made about you.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Using HSAs for long-term compounding can seriously add to clients' wealth. So why aren't more advisors recommending the strategy?

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

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They have big financial incentives to stay put in their homes, Redfin found.

Your Client's Retirement Anxiety Can't Be Cured Online

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When it comes to saving for their retirement, too many millennials rely on free advice they find on social media.

'Peak' Boomer Retirements Will Reduce U.S. GDP By 7.3% By 2030, ALI Study Says

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The financial services industry is projected to lose 761,000 experienced employees during the retirement wave.

Want To Enjoy Your Retirement? Consider Delaying It

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Most people aren't ready financially to retire completely at 65 or even 67, but they can still slow down a little.

Coming Wave Of 'Peak' Boomer Retirees Is In Serious Trouble, ALI Study Says

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The retirement surge will impact people's lives and the national economy, a former Clinton administration official said.

Advisors Have 'Vast' Opportunity To Work With Couples, Ameriprise Says

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A company survey found that couples with an advisor were more honest with each other about finances.

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