Life Planning

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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.

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.

Married … With Finances

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Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?

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.

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.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

Many Americans Considering Delaying, Reversing Retirement, Survey Says

by FA Staff

Many of the people rethinking retirement said money wasn't the main reason.

Youngest Baby Boomers' Pay In The U.S. Peaked When They Hit 45

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For people without a college degree, earnings even fell in later years, according to the Bureau of Labor Statistics.

How Longevity Literacy Impacts Retirement Confidence, Success

by FA Staff

The problem is that too few U.S. adults are displaying longevity literacy, according to researchers.

Why Retirement Planning Is More Than Hitting A Savings Goal

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This advisor tells clients not to get too hung up on a savings objective and to take a broader look at their retirements.

Advisors Say Clients Have Unrealistic View Of Retirement

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An Edward Jones survey found that advisors don't see clients appreciating the risks they may face in retirement.

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