Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » RETIREMENT PLANNING » Life Planning

Life Planning

[1]  1 2 3 4 5 6 7 8   [182]

Advisors Need To Rethink Retirement Income, Reichenstein And Meyer Say

by

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

by

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

by

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

The U.S. Cities Where Retirees Are Relocating

by

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

Expanding Services To Deal With The Boomer Retirement Wave

by

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

by

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.

5 Ideas For Clients To Delay Social Security Until Age 70

by

Social Security generously rewards those who wait.

Dynamic Retirement Spending For Changing Times

by

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

by

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

by

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

by

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

by

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

by

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

Generation X Is Worried That Social Security Won't Survive

by

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

by ,

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

by

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

Achieving Goals Tops Performance For Female Clients, Planning Execs Say

by

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

by

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

[1]  1 2 3 4 5 6 7 8   [182]