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Life Planning

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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

by FA Staff

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.

When IRA Planning Is A Family Affair

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You must ask clients with excess IRA assets about where they want their money to go.

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.

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