Life Planning

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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.

Advisors Seek More Certifications To Attract Wealthier Clients, IWI Says

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Investment and Wealth Institute is seeing growth in some of its newer certification programs.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

The Risk Of Taking Social Security Early

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People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

How Long And Bright A Future?

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Laura Carstensen's new book is a must-read for financial advisors.

Funding College and Retirement Together Just Got Easier

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It's a painful choice: to save either for college or retirement. But new saving rules make it easier to do both at the same time.

When Retirement Comes At You Fast

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This couple had just days to make decisions that would alter the rest of their lives.

When Retirees Give Away Too Much Money

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When it comes to charitable giving, advisors recommend a careful balance.

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.

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.

Helping Pre-Retirees Avoid Serious Blunders

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

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.

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