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Life Planning

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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.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Rising Debt Among Retirees Requires Multiple Solutions, Report Says

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The report noted that some indebted retirees have the resources to manage their debt while others do not.

Nikki Haley Wants To Cut Social Security, But Only For The Wealthy

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The GOP presidential candidate's plan also includes raising the retirement age for younger workers.

Aging And Retiring While Black In The U.S.

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This community leader has put a spotlight on what it means to grow old as a Black American.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors are often in the position of having to bring up this sensitive topic with clients.

Inflation Is Dashing Retirement Plans As Investors Wake To Reality Of Price Surges

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Almost half of affluent investors in the U.S. say inflation is “killing their dreams of retirement” in a recent survey.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Setting Up 'Retirement Mentorships' Can Add Value For Advisors

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A Hartford Funds expert says retired clients should share experiences with near-retirees.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Innovations On The Income Puzzle

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This D.C. advisor managed to cobble together a retirement plan for his client using covered calls.

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