Displaying 278 results
Helping clients crack the code on Social Security
It's critical that advisers educate clients about the benefits and trade-offs related to claiming Social Security at various ages.
Social Security and Medicare issues get personal
Forced to slow down, our columnist has a lot to think about concerning her future.
Longevity planning will be a central mission for advisers of the future
Clients are living longer, and advisers will need to help them avoid outliving their money
Women still aren’t part of the conversation. They must be
Women who relinquish all financial decision-making to spouses or others, do so at their own peril.
How do advisers estimate a client’s longevity?
With Americans living till their 70s and 80s, retirement planning has given way to longevity financial planning. Find out what that involves and how advisers can help their clients prepare
3 lessons for advisers from 401(k) and 403(b) class-action settlements
Retirement plan advisers need to discuss record-keeping pricing, investment vehicles and the use of participant data with clients
The best states for retirement
Where you go to hang your hat in retirement is a massive life decision.
Lessons for those ‘graduating’ to retirement
For many retirees, the struggle isn't having enough money, but confidently spending what they've worked so hard to accumulate.
HSAs are lagging when it comes to rollovers
Just one in five employers solicits HSA rollovers from new hires, which could have negative consequences
Three retirement planning conversations advisers can’t ignore
Working with clients to clearly define their priorities is a fundamental first step toward structuring a portfolio strategy.
A new way to look at retirement income planning
Bucketed investing gives retirees an intuitive understanding of their finances, but administering this approach can be time-consuming for advisers
Oregon will help other states launch own auto-IRA programs
States looking for potential partnerships to increase retirement-plan coverage
5 ways to start the ‘purpose’ conversation with clients
Help clients understand that retirement is about more than money.
Why your 50-year-old clients may need you the most
As they approach retirement, people are concerned about market volatility, yet aware that they still need to grow their nest eggs
Women in same-sex marriages are seen needing more for retirement
Because women live longer than men, female couples need to put away more money for their old age, a new report shows.
Illinois governor proposes making Secure Choice retirement program optional for employers
State treasurer blasts move, vows to work with legislature to override action.
Retirement savings proposals introduced in Senate, under discussion in the House
Measures would make it easier for small businesses to join pooled plans and provide companies with incentives to use auto enrollment, escalation
Small businesses face a big retirement challenge
State-backed IRAs offer creative savings solutions for millions of workers.
New ways to estimate and fund long-term care costs
Advisers are challenged to protect against one of the biggest risks to a retirement plan.
The worst possible time to retire
Market performance in the first few years of retirement determines financial security throughout one's golden years. Here's why the outlook for people retiring today is concerning.
