Life Planning

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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%.

You Can Grow HSA Money For Retirement, Too, RBC Wealth Says

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Not enough people are investing their HSA savings, said Chad Goerner, a senior vice president at the firm.

A Six-Figure Income Is Needed Just To Afford The Typical US Home

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Still-elevated home prices are combining with rising interest rates to create an affordability crunch.

Employees Want Help Dealing With Financial Stress, Survey Says

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Worry about inflation is hurting job performance, NAPFA says.

Dealing With The Emotional Side Of A Client's Retirement

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The five years before and after a retirement are key for setting a client on the right course, a LIMRA researcher says.

Great Recession Strengthened Public Pension Systems, Report Says

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Public retirement systems have made changes since 2007 that have ensured their long-term viability.

Are Healthcare Costs In Retirement Overwhelming?

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There's a way to help clients get over the sticker shock.

When Annuities Came To 401(k)s

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Annuities are coming to defined contribution plans, but are they right for every client?

A New Income ‘Decumulation' Framework

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How financial advisors can add the most value for clients.

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