Retirement Planning

Displaying 7962 results
Milton adds to climate-change worries for retirees
RETIREMENT PLANNING OCT 10, 2024
Milton adds to climate-change worries for retirees

The hurricane is the latest severe-weather event in a retirement destination, underscoring the concerns about climate change that clients bring up, financial planners say.

By Emile Hallez
Social Security COLA flattens to 2.5 percent in 2025
RETIREMENT PLANNING OCT 10, 2024
Social Security COLA flattens to 2.5 percent in 2025

The benefit boost announced for next year aligns with historical averages but could still leave inflation-shocked retirees wanting.

By Leo Almazora
Borrowing from 401(k) loans is actually okay, study finds
RETIREMENT PLANNING OCT 10, 2024
Borrowing from 401(k) loans is actually okay, study finds

Saving behavior tends to follow a steady path over time, says co-author of study

By Josh Welsh
Corebridge breaks into the RILA space
RETIREMENT PLANNING OCT 09, 2024
Corebridge breaks into the RILA space

The insurance giant says its latest offering puts it a step ahead against other top-three annuity providers.

By Leo Almazora
Could private-market access boost retirement plan contributions?
RETIREMENT PLANNING OCT 09, 2024
Could private-market access boost retirement plan contributions?

Survey shows just over one-third of workplace plan participants willing to put part of their portfolios in private equity or private debt.

By Leo Almazora
Most who expect big inheritances plan to switch advisors
RETIREMENT PLANNING OCT 08, 2024
Most who expect big inheritances plan to switch advisors

Only a third of people who anticipate getting $100,000 or more passed down to them say they are likely to retain relationships with financial service providers, according to survey data published by Equitable.

By Emile Hallez
Balancing growth with wealth preservation
RETIREMENT PLANNING OCT 07, 2024
Balancing growth with wealth preservation

When Social Security started, the life expectancy for someone collecting was six to eight years, but now we're pushing past 20 years, says advisor.

By Chris Davis
Prioritizing the human condition
RETIREMENT PLANNING OCT 07, 2024
Prioritizing the human condition

The good, the bad, and the ugly: How CEO connects the numbers to a client's life story.

By Chris Davis
A welcome mat into financial planning
RETIREMENT PLANNING OCT 06, 2024
A welcome mat into financial planning

The pandemic hit and internships were in chaos but Hannah Moore saw an opportunity.

By Chris Davis
Good health, high wealth, good retirement? EBRI study points to links
RETIREMENT PLANNING OCT 04, 2024
Good health, high wealth, good retirement? EBRI study points to links

Survey analysis covering 20,000 retirees also shows guaranteed income, pre-retirement planning, and racial factors may play a role.

By Leo Almazora
Gen X women worried they'll need a $2.1M nest egg
RETIREMENT PLANNING OCT 03, 2024
Gen X women worried they'll need a $2.1M nest egg

Northwestern Mutual analysis reveals gaps in expectations and attitudes across generations of women.

By Leo Almazora
Advisors and clients aren't clicking on retirement planning
RETIREMENT PLANNING OCT 02, 2024
Advisors and clients aren't clicking on retirement planning

Survey data show crucial communication gaps between financial professionals and investors on protected income, annuities, social security and more.

By Leo Almazora
Social Security's funding hole could cost retiring couples nearly $1M in benefits
RETIREMENT PLANNING OCT 01, 2024
Social Security's funding hole could cost retiring couples nearly $1M in benefits

White paper estimates the lifetime hit for future retirees under different scenarios, with several difficult options to dampen the long-term financial impact.

By Leo Almazora
TSP to IRA rollovers have benefits, advisors say
RETIREMENT PLANNING SEP 30, 2024
TSP to IRA rollovers have benefits, advisors say

Despite the low costs in the Thrift Savings Plan, there are often more pros than cons to doing rollovers to IRAs, financial professionals tell InvestmentNews.

By Emile Hallez
Four-fifths of older Americans are standing on the financial edge
RETIREMENT PLANNING SEP 27, 2024
Four-fifths of older Americans are standing on the financial edge

Analysis from the National Council of Aging reveals "a snowballing crisis" of financial insecurity as costs of long-term care outpace income and home value gains.

By Leo Almazora
Is your client selling their business? Dynasty Financial study digs into exits and advisors
RETIREMENT PLANNING SEP 26, 2024
Is your client selling their business? Dynasty Financial study digs into exits and advisors

A trio of advisors discuss their replies to a new survey on business sales by Dynasty Financial.

By Gregg Greenberg
For two-thirds of Americans, Medicare's solvency woes spark retirement fears
RETIREMENT PLANNING SEP 24, 2024
For two-thirds of Americans, Medicare's solvency woes spark retirement fears

Nationwide Retirement Institute survey casts fresh light on how health care costs impact people's financial journeys.

By Leo Almazora
Empower's latest deal moves into equity comp
RETIREMENT PLANNING SEP 23, 2024
Empower's latest deal moves into equity comp

"More acquisitions are clearly in our future," says CEO.

By Emile Hallez
New inflation study shows where retirees are feeling pinched
RETIREMENT PLANNING SEP 23, 2024
New inflation study shows where retirees are feeling pinched

A newly released survey digs deeper into how retirees are responding to higher prices.

By Gregg Greenberg
Seven-tenths of households are in poor financial health
RETIREMENT PLANNING SEP 23, 2024
Seven-tenths of households are in poor financial health

Pulse survey paints picture of declining finances, with a stark divide between credit card-indebted households and those with investments.

By Leo Almazora