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Life Planning

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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.

How To Fight Back Against Medicare IRMAA Surcharges

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Medicare IRMAA charges are set to change next year.

Treasury Says Social Security Cuts Would 'Decimate' Retirees

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Entitlement programs may be cut in a bipartisan deal to raise the debt ceiling.

Morningstar Sees Safe Retirement Withdrawal Rate Rising To 3.8% From 3.3%

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Boosting the percentage of stocks in a portfolio above 50% won't have much impact on starting safe withdrawal rate.

Holiday Break Will Be Anything But For Guilt-Ridden U.S. Workers

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Last year, more than half of survey respondents were contacted by a manager during the holidays, even though they were on vacation.

What To Expect In The Last Consumer Price Inflation Report Of The Year, And What's Ahead

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Economist have underestimated inflation in five of the past seven months.

Many Women Report Having 50% Less Income In Retirement: Goldman Sachs

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Time out of the workplace cuts retirement savings by 35%, a new study finds.

Retirement On The Eve Of Destruction

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Three big forces are moving much faster than financial services companies, and many advisors.

Americans Now Believe They Need $1.25M To Retire, Study Says

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The report also found that Americans have upped their anticipated retirement age to 64 from 62.6 last year.

Bringing Alternatives To 401(k) Plans

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Alternative investments are coming to defined contribution plans, but numerous obstacles to widespread adoption remain.

Majority Of Americans Expect To Work Past Retirement Age, Survey Says

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Women face a tougher retirement road than men because of lower wages and other factors, according to the Transamerica study.

Loans And Hardship Withdrawals From 401(k)s Are Rising

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For now, the overall percentage of savers withdrawing money for sudden hardships remains low, rising to 1.3%.

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