Life Planning

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Dynamic Retirement Spending For Changing Times

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Retirement doesn't look the same as it did three years ago. Here's how you can help clients turn their assets into income to meet their spending needs.

Graying Of Financial Advisors Could Lead To Talent Gap, Ameriprise Says

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At the rate advisors are retiring, there may not be enough young professionals to replace them all, a company study says.

Ex-UBS Advisor With $220M In Assets Goes Independent With LPL

by FA Staff

Jonathan Kesselman has launched Kesselman Wealth Management in Westlake, Ohio.

Finra Suspends Wells Fargo Broker For Naming Friend As Client's Beneficiary

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Mark Allen Brewer took the action after Wells Fargo denied a request for his designation as beneficiary, Finra said.

Connecticut's $600 Million Plan To Narrow Wealth Gap: Give Kids Trust Funds

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Connecticut and Washington, DC, both approved baby bond programs in 2021, and several other states have considered the idea.

Independent Workforce Climbs As U.S. Women Leave Traditional Jobs

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There were an estimated 6.7 million independent professionals last year, up 2.2% from 2021.

Today's Clients Don't Want Yesterday's Retirements, Survey Says

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Retirees are redefining what they consider to be success in retirement.

Generation X Is Worried That Social Security Won't Survive

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Americans born between 1965 and 1980 are concerned that government retirement benefits won't be there for them.

U.S. Retirement Savings Shortfall Will Cost $1.3 Trillion

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Inadequate retirement savings will result in higher public assistance costs, a Pew Charitable report says.

Beware Marginal Tax Rates And Social Security, Expert Warns Retirees

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Retirees can avoid high marginal tax rates with Roth conversions, said William Reichenstein.

Achieving Goals Tops Performance For Female Clients, Planning Execs Say

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Women want advisors who are empathetic and who can help them achieve their life goals, they said.

Lumiant To Give Advisors Access To Life Expectancy Tool

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The firm obtained the tool through its acquisition of financial tech firm Genivity.

SECURE 2.0 Gives Women What They Need, Advisors Say

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New provisions in the act support the way women clients live, work and save for retirement, these advisors say.

Addressing The Retirement Confidence Gap

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Finding and instilling confidence in consumers is the key to their secured financial futures.

Financial Stress Rises Among U.S. Workers, Survey Finds

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John Hancock's is the second survey in as many weeks to mark degrading financial wellness.

U.S. Families Find Some Relief As Prices Of Many Household Necessities Retreat

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Prices of groceries dropped for the first time since 2020 and household energy slid by the most in almost nine years.

Social Security Advice Should Be Part Of Client Condolences

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Let grieving clients know that you are available to help them sort through their Social Security benefit options.

How To Spare Clients Stress And Taxes Solving The Retirement Mortgage Question

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Financial decisions that seem to make sense in the moment can in the long run cost individuals in both money and stress.

Parents Drain Retirement Funds To Support Adult Children

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Nearly 70% of parents with kids 18 or older say they've sacrificed their own finances to help them.

As Clients Live Longer, Firms Step Up Efforts Addressing Longevity Risk

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Longevity risk should always be on the back of an advisor's mind when making financial decisions with their clients.

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