Results for "retirement"

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Blockchain offers benefits to retirement ecosystem

November 9, 2019

America's workplace savings industry is a diverse and complex ecosystem of employee participants, plan sponsors, record keepers, advisers, asset managers, broker-dealers, banks, insurers and multiple government agencies. Information that flows...

Adviser Alpha: How Kevin VanDyke Leverages Human Capital to Stand Out in a Crowded Market

October 21, 2019

As competitive intensity in the financial advice industry ratchets up, it's not enough for advisers to create a financial plan, hit benchmarks and steer their clients toward retirement. Firms must establish a unique element of their business...

Why more seniors are working longer

October 24, 2019

Over the past two decades, the share of older workers increased by about one-third as more women continued to join the workforce and fewer men retired early, according to a new Congressional Budget Office report that examines why more seniors...

'Trusted' professionals are targeting older Americans

October 21, 2019

Terry Ann McIntosh's financial nightmare began four years ago, soon after she hired a caregiver through a family services website. McIntosh, then 75 and in a wheelchair, had assumed that the young woman who eventually showed up at her San Mateo,...

Why Bill Simonet is helping his fellow veterans

October 8, 2019

Bill Simonet is on a mission. The former Marine, who served two tours of duty in Iraq, is committed to helping veterans better manage their financial affairs through his Simonet Financial Group, a registered investment adviser located in Kyle,...

Medicare 2020 open enrollment begins Tuesday

October 15, 2019

Medicare open enrollment for health care coverage in 2020 begins Tuesday, Oct. 15. While most of the 60 million Medicare beneficiaries enrolled in the nation's primary health insurance program for retirees and people with disabilities usually...

eMoney Advisor unveils Project Avocado for mobile budgeting

October 17, 2019

Offering a playful nod to millennial fondness of a certain green vegetable, eMoney Advisor showed off its new mobile budgeting app called Project Avocado at its annual conference for advisers. The financial planning technology vendor, which...

How advisers can help pre-retirees

October 7, 2019

Recently, I heard the phrase "inattentive households" — a term clearly coined by economists for economists — at a conference from someone discussing pre-retirees' lack of awareness of the typical income and spending changes that come with...

A Social Security workaround for some divorced spouses

September 9, 2019

I stumbled upon another nuanced exception to the myriad Social Security rules that affect divorced clients thanks to the astute question of an InvestmentNews reader. Think of this as the Social Security edition of Trivial Pursuit, a game that...

The case for widening the RPA business model — and how to do it

June 28, 2019

Positioning advisory firms for today's competitive environment The following is an excerpt from the Voya Financial Advisors and InvestmentNews white paper — Building a Balance: Scaling your business to serve plan sponsors and wealthy clients....

New rate environment challenges DB plan sponsors

September 16, 2019

Last month's inversion of the U.S. yield curve roiled equity markets throughout the world as investors worried about the imminence of recession signaled by long-term rates falling below short-term rates. This reversal of the normal relationship,...

A new twist on Medicare open enrollment

September 30, 2019

Many of your retired or soon-to-be retired clients probably think of enrolling in Medicare as a once-in-a-lifetime event that's timed to coincide with their retirement date and Social Security claiming decisions. But such a set-it-and-forget-it...

Should RPAs add general wealth management?

September 16, 2019

Given the growing competitiveness and margin pressure facing the advisory business, it's no wonder that many retirement plan advisers and “retail” wealth managers are eyeing each other's turf. Having broader and more balanced sources of...

Making a DC plan's nest egg last a lifetime

September 16, 2019

For defined-benefit plan participants, pieces of the retirement income puzzle fit into place relatively easily. Once a regular paycheck ends, components of retiree income for DB plan participants include Social Security, income from assets a...

Three Roth conversion traps that should be avoided

September 24, 2019

Roth conversions can add a lot of value to a retirement income plan. Advisers can control when Roth conversions take place, and therefore can be strategic and do conversions in years when tax rates for a particular client might be lower than...

Plan sponsors, record keepers struggling to measure success of financial wellness programs

August 8, 2019

Record-keepers and retirement plan sponsors are struggling to measure the success of new financial wellness programs, according to a new report from research and consulting firm Cerulli Associates. Financial wellness programs go beyond traditional...

Meet our new retirement columnist

March 20, 2019

Most nights I go to bed thinking about retirement planning. Sometimes I dream about retirement planning. And typically, I wake up thinking about retirement planning. To be honest, I have become a bit obsessed with personal financial planning...

Social Security rules for nonworking spouses

August 19, 2019

Financial advisers often ask me how to maximize Social Security benefits based on the ages and relative retirement benefits of each spouse in a dual-income couple, which is a typical client profile today. But for much of Social Security's 84-year...

Medicare IRMAA surcharges to be adjusted for inflation in 2020

September 16, 2019

For the first time in a decade, the income brackets used to determine Medicare premium surcharges for high-income retirees will be indexed to inflation starting Jan. 1. As a result, some retirees may experience a reduction in their Medicare...

An update on the 4% rule

February 4, 2019

Those of us who have been in the financial advisory business for years can sometimes take established rules of thumb for granted – so much so that the nuances of such guidelines may get lost. Take the 4% rule. When I started talking more about...

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