by
Ben Mattlin
Advisors are often in the position of having to bring up this sensitive topic with clients.
by
Suzanne Woolley
Almost half of affluent investors in the U.S. say inflation is “killing their dreams of retirement” in a recent survey.
by
Christopher Robbins
While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.
by
Karen DeMasters
A Hartford Funds expert says retired clients should share experiences with near-retirees.
by
Ben Mattlin
Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?
by
Karen DeMasters
This D.C. advisor managed to cobble together a retirement plan for his client using covered calls.
by
James G. Blase
A couple's retirement withdrawals must take their brackets (and their children's) into account.
by
Emily Koochel
Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.
by
Tracey Longo
Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.
by FA Staff
Many of the people rethinking retirement said money wasn't the main reason.
by
Alex Tanzi
For people without a college degree, earnings even fell in later years, according to the Bureau of Labor Statistics.
by FA Staff
The problem is that too few U.S. adults are displaying longevity literacy, according to researchers.
by
Jacqueline Sergeant
This advisor tells clients not to get too hung up on a savings objective and to take a broader look at their retirements.
by
Edward Hayes
An Edward Jones survey found that advisors don't see clients appreciating the risks they may face in retirement.
by
Alyson Dorosky
Here are some facts to have in your pocket when discussing clients' retirement income plans.
by
Ben Mattlin
One quarter of those working as unpaid caregivers have $1,000 or less in savings, EBRI said.
by
Ben Mattlin
A company survey found inheritors are anxious about the money they're about to get.
by
Alex Tanzi
The declines were almost three times more acute among White Americans than Black peers.
by
Robert Laura
Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.
by
Jennifer Lea Reed
Some near-retirees should ditch the savings plan and drop serious cash on their dreams.
