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Life Planning

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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.

Millennials Ready To Listen To Advisors, Ameriprise Survey Says

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A majority of these young earners expressed optimism about their financial futures.

Backstage Pass To Retirement

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How will your clients live up to the fantasies they might have about freedom?

Bipartisan Group Of Senators Mulls Raising Social Security Age

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Increasing the retirement age to 70 is one of the proposals being considered by the legislators.

Jackson Revamps Efforts To Aid Women's Retirement Saving

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Jackson National Life is refocusing its “Investing in You Campaign” that targets women looking to plan for their retirement.

Nationwide, Fidelity Partner For New Annuity Product

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The annuity offers clients stability in volatile markets, Nationwide said.

In New York City, A $100,000 Salary Feels Like $36,000

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A $100,000 paycheck goes the farthest in Memphis, Tenn., with $86,444 in take-home pay after taxes and adjusting for cost of living.

Women Investors Believe The U.S. Is In A Financial Crisis

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Inflation is greatly affecting women's retirement savings and decisions, Nationwide says.

Financial Planning For Couples Who Totally Disagree

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When a couple's attitude toward their money differ, financial plans often fail. There are ways to restore unity and save the plan.

Interest Rates Are Up. So Is It Time To Buy Annuities?

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Annuities' payout rates are higher than they've been in years. Does that mean they give good relative value?

Ken Dychtwald Explains Why Advisors Are In The Business Of Saving Lives

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Advisors must learn the four pillars of the new retirement so they can help clients plan properly for their later years.

Millions Of U.S. Workers Are Still Missing After The Pandemic. Where Did They Go?

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The labor-force participation rate remains stubbornly below pre-Covid levels.

More Americans Moved To Retire Out Of State In 2022

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Inflation and the cost of living drove more retirees to relocate, says this moving site.

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