Life Planning

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'Super Catch-Up' Contributions Are Here, But With Limits

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New rules allow savers between 60 and 63 years old to add more to their 401(k)s and IRAs.

The Best States For Retirement In 2025

by FA Staff

WalletHub's study looked at affordability, healthcare and quality of life.

10 Things No One Tells People About Retirement

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Many people are so focused on getting to the retirement finish line that they don't plan for much beyond it.

The Science Side Of Retirement

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Insights from emerging sciences like behavioral economics can add value and perspective to retirement planning.

Americans Are Flocking To Spain Despite End Of Golden Visas

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The nation's residency-by-investment program is being scrapped, raising questions for foreigners seeking to move there.

Gen Xers Are Redefining The Meaning Of Retirement, Robert Laura Says

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Financial advisors need to help the generation find their “passion,” the consultant said.

Do You Provide A Wealth Review For Your Clients?

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A wealth review lets clients know their long-term goals are yours as well.

New Year's Resolutions: Advisors Hope Clients Are Cautious

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One advisor hopes clients stop "self-sabotaging" their financial planning.

10 Things No One Tells People About Retirement

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Many people are so focused on getting to the retirement finish line that they don't plan for much beyond it.

Gen X's Support Of Parents, Children Adds To Financial Strain, Report Says

by FA Staff

The added responsibilities are making it harder for Gen Xers to save for retirement, a Nationwide study found..

People Are Retiring Early, Even When They're Not Ready

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EBRI and Transamerica found more than 58% of workers retire earlier than planned.

Americans Risk Losing Life Savings When Retirement Homes Go Bust

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At least 16 continuing care retirement communities have filed for bankruptcy since 2020.

The Best And Worst Places For Expats To Live Right Now

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This year your best bet may be somewhere in western Europe, a new report says.

When Should Empty Nesters Downsize?

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Giving up your old house is an emotional undertaking.

Is That 'Magic Number' Just Clickbait?

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When headlines say you need $1 million-plus to retire, is that really true?

Retirees' Year-End Planning Mistakes

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Here's how you can help them avoid costly errors.

Top 15 U.S. Places To Retire In 2025

by FA Staff

U.S. News analyzed data for the 150 top cities in the U.S. to see how well they meet Americans' needs in retirement.

‘FIRE' ETFs Catering To Retire-Early Strivers Make Their Debut

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FIRE proponents on sites like Reddit urge would-be savers to sock away half their paychecks during their early working years.

Helping Your Clients Select The Best Retirement Housing Options

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Helping clients form a sound risk mitigation plan is the best way to safeguard their available retirement resources.

Year-End Planning: Mistakes Retirees Make That Can Cost Them

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Here are a few areas that should be carefully considered to help retired clients avoid costly mistakes.

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