Life Planning

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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.

Advisors Need To Rethink Retirement Income, Reichenstein And Meyer Say

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William Reichenstein and William Meyer say marginal tax rates need to be used for calculating withdrawal rates.

Retirement Strategies Should Match A Client's Personality, Wade Pfau Says

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It's still the wild west when it comes to picking a retirement strategy, Pfau said.

Longer Lifespans Demand New Advisor Playbook, Ric Edelman Says

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“Too often I've discovered financial advice is rooted in the past," Edelman said.

The U.S. Cities Where Retirees Are Relocating

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These are the destinations that are attracting the most cost-conscious retirees, according to SmartAsset.

Expanding Services To Deal With The Boomer Retirement Wave

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Consultant Steve Gresham talks about how advisors can meet the demands of baby boomer clients.

Americans Say They Need $2.2 Million To Be Considered Wealthy

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Yet 48% of respondents said they already feel wealthy today with an average net worth of $560,000.

Uncertain Economy Has Derailed Retirement Planning For Many Americans, Study Says

by FA Staff

Americans are struggling with inflation, market volatility and other financial woes, the Allianz Life study found.

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