Life Planning

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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.

How Advisors Can Help Clients Solve The Roth 401(k) Puzzle

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Regulators have been working out the kinks since the accounts launched as a messy hybrid of the Roth IRA and traditional 401(k).

Even Affluent Earners Face Retirement Shortfalls

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Only exceptionally high earners are poised to fund all their retirement needs, says a Vanguard study.

Getting Over The Annuity Hurdles

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If you think handling annuities is a problem, you're not alone.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors often have to bring up this sensitive topic with clients.

Creative Planning Buys Mesirow's Retirement Advisory Unit

by FA Staff

The Chicago-based team serves more than 350 retirement plans representing $13 billion in assets.

Michael Kitces Warns Advisors About Sequence Risk, Defends 4.0% Rule

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The risk that Americans will face poor returns early in retirement is greater than it's been in years, he says.

Want A Second Home? Better Be Careful, Advisors Say

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Clients shouldn't take the multiple homeownership plunge without careful planning.

Do U.S. Workers Have Too Rosy A Picture Of Retirement?

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Two new surveys suggest pre-retirees may ultimately be disappointed by their retirement expectations.

New Tool Offers Help Maximizing Social Security Benefits

by FA Staff

The RSSA Roadmap is designed to help advisors and consumers devise a strategy for claiming benefits.

Women Less Confident Than Men About Retirement, Northwestern Mutual Says

by FA Staff

Gen X women are least likely to have a long-term financial plan, according to a company survey.

When The Initial Plan Fails, Retirees Need A Plan B, Transamerica Says

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Policymakers have an important role to play in people's successful retirements.

Investors Are Traumatized By Inflation, Natixis Says

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Inflation has become the number one financial fear for investors, surpassing tax hikes and surprise expenses.

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