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Life Planning

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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.

Social Security's 'Surprise Inside': Delayed Retirement Credits

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Here are some facts to have in your pocket when discussing clients' retirement income plans.

Many Caregivers Are Unprepared For Retirement, Says New Survey

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One quarter of those working as unpaid caregivers have $1,000 or less in savings, EBRI said.

Younger Generations Unprepared For Wealth Transfer, NY Life Says

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A company survey found inheritors are anxious about the money they're about to get.

White Men Experience Biggest Cognitive Declines After Retirement

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The declines were almost three times more acute among White Americans than Black peers.

Going Off Script

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Stop Saving, Start Spending

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Some near-retirees should ditch the savings plan and drop serious cash on their dreams.

The Retirement Rules Have Changed

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In a volatile market, there are new ways retirees will want to seek income after they leave work.

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

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Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.

Parents Struggle To Support ‘Boomerang' Kids, Thrivent Finds

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For the 41% of parents who have adult children living with them, the financial hit is real.

Retirees Torn Over When To Surrender Control Of Assets, Vanguard Finds

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With many retirees dealing with cognitive decline, the issue is rising in importance, according to a company study.

The U.S. Cities Where Retirement Income Goes Furthest

by FA Staff

Retirees in these cities get the most from their income when costs and taxes are considered, according to SmartAsset.

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