Life Planning

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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.

The 60/40 Portfolio May Be The Quiet Hero Of 2023

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The forecast says 60/40 portfolios will earn returns of 6% to 8%.

Unmarried Women No Longer Pay A Financial Penalty In Retirement

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Younger female boomers are doing better than their predecessors, but there's a catch.

Ric Edelman Says Advisors Don't Properly Plan For Extended Life Spans

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Edelman has launched a podcast to help advisors plan better for clients who may live to 100.

Gen Zers Want To Retire At 59, Northwestern Mutual Says

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A company survey also found that the younger generation is confident in their ability to retire.

Ric Edelman Says Advisors Don't Properly Plan For Extended Life Spans

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Edelman has launched a podcast to help advisors plan better for clients who may live to 100.

Clients More Concerned About Bear Market Than Advisors Realize, Survey Says

by FA Staff

Toews Asset Management advises financial planners to better connect with clients.

If You Don't Want A GoFundMe Funeral ...

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How one young advisor uses the site's $330M funeral crowdfunding to educate clients on term life insurance.

Annuity Execs Expect Continued Demand For Guaranteed Income

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Security Benefit executives predict annuities will gain in popularity in 2023.

Yes, Adult Children Living At Home Should Be Asked To Pay Rent

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There should also be discussion about expectations around a job search if the child is returning after a job loss.

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