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Life Planning

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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.

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.

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