Life Planning

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Avoiding Unpleasant Tax Surprises Next Year

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Many of the tax advantages of previous years have disappeared behind congressional sunsets. Will some come back?

Secure 2.0 Can Be A Conversation Starter For Advisors

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The pending legislation could make it easier for workers to enroll in retirement plans.

Even Millionaires Realize They May Need To Work Longer Than They Imagined

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Forty-two percent of millionaires in a Natixis survey are too worried to even think about retirement.

Americans Lack Estate Plans, Healthcare Directives, Survey Finds

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Seventy-two percent of women do not have an estate plan, the study found.

Debt Could Derail Retirement Plans, A Consultant Says

by FA Staff

Debt among senior citizens is becoming significant problem, Christian Mills says.

The Father Of ‘4% Rule' Doesn't Buy 3% Alternative

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William Bengen believes it would take “a catastrophic set of circumstances” before clients had to accept a 3% withdrawal rate.

Talking To Clients About Recessions

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Advisors need to make sure their clients know how a recession would really impact their lives.

The One True Free Lunch For Investors

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There's a growing recognition that raising after-tax return is a risk-free strategy for earning alpha.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

A Quarter Of Consumers Have No Financial Plan, Survey Says

by FA Staff

A little less than half of Americans think their savings and income will last through their lifetimes.

Advisors Urged To Call Upon Services Of Retirement Coaches

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Coaches can help with the non-investment aspects of your clients' retirement.

How To Inspire Clients To Plan For Their 'Future Self'

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How retirement coaches can help clients get from where they are to where they want to be.

New Tool Focuses On Non-Financial Aspects Of Retirement Planning

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The Retirement Quotient is designed to give advisors more insight into what their clients need for a happy retirement.

Retiring In 2022 Has Become A Challenge, Report Says

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inflation, volatility and interest rates are throwing roadblocks at retirement, Natixis Investment Managers said.

U.S. Falls To 18th Place In Global Retirement Ranking

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Income inequality was one of the reasons why the nation dropped one spot from last year.

Retirees On Track For 11.4% Social Security Raise In 2023

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The increase could add $2,280 a year to retiree benefits.

How Roth Conversions Can Reduce Sting Of Social Security, Medicare Hikes

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A key to the strategy is to lower required minimum distributions that can result in higher marginal tax rates.

Answering Roth Conversion Questions In A Down Market

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Here is a quick guide to client conversations about Roth IRA conversions.

Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

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