Results for "Retirement Watch"

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Help clients navigate new landscape

March 15, 2015

Retirement used to mean the end of work, but not anymore. A recent national study by Merrill Lynch and Age Wave found that nearly half (47%) of today's retirees say they either have worked or plan to work during their retirement. And fully 72%...

Why an offense-only strategy won't succeed

March 1, 2015

People who can be classified as members of the growing mass-affluent group might be considered better informed and more sophisticated when it comes to planning their financial future. They have achieved success by working hard, and they've invested...

Time to talk about financial wellness

June 5, 2016

Financial wellness is one of the hottest topics in the retirement industry today and at top of mind for many plan sponsors. Increased media focus on the retirement crisis, just within the past year alone, is heightening awareness that most people...

The next big thing in retirement advice

January 31, 2016

As implementation of features like auto-enrollment and auto-escalation become common, advisers that have dedicated their practice to serving retirement plans are redefining their role. Experts I talked to are leading a movement that is gaining...

Social Security changes reveal a knowledge gap advisers can fill

January 17, 2016

Ask just about anyone what Social Security is, and they will confidently tell you that it is a government program designed to help provide financial protection against certain hardships, like disability, death and retirement, by way of monthly...

Clients need prep for long-term care

December 30, 2015

A recent survey conducted by Lincoln Financial Group, “Managing Long-Term Care Risk,” revealed some surprising reasons why Americans, aged 18 and over, are so unprepared to meet their long-term-care expenditures in retirement. An astonishing...

How advisers can get Gen Yers to take some risk

July 6, 2015

Generation Y (age 18-34) is very concerned about the future of Social Security and has a strong desire for other sources of guaranteed income, such as annuities, to provide secure monthly income in retirement. That's according to a new study...

Recent Supreme Court case offers lessons for managing inherited IRAs

January 9, 2015

Assets held in IRA accounts totaled more than $7 trillion at the end of the second quarter of 2014, according to the latest available data. Based on our rapidly aging population and other factors, it's reasonable to assume significant and increasing...

The right glide path for smaller accounts

January 4, 2015

The debate about target date funds revolves around the nature of the glide path and how aggressive it should be with respect to the equity allocation near the retirement date. It's not a black or white question. As with other investments, what's...

Is your core strategy getting flabby?

December 21, 2014

With a historic amount of assets shifting between asset management firms, many retirement plan advisers and plan sponsors are re-examining their bond investing strategies. Just about every plan participant has an allocation to core bonds, which...

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