Retirement Planning

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Most who expect big inheritances plan to switch advisors
RETIREMENT 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.

Balancing growth with wealth preservation
RETIREMENT 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.

Prioritizing the human condition
RETIREMENT 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.

A welcome mat into financial planning
RETIREMENT 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.

JPMorgan client who lost $50M amid dementia battle denied trial
RETIREMENT RETIREMENT PLANNING OCT 04, 2024
JPMorgan client who lost $50M amid dementia battle denied trial

Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.

Good health, high wealth, good retirement? EBRI study points to links
RETIREMENT 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.

Gen X women worried they'll need a $2.1M nest egg
RETIREMENT 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.

Advisors and clients aren't clicking on retirement planning
RETIREMENT 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.

Social Security's funding hole could cost retiring couples nearly $1M in benefits
RETIREMENT 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.

TSP to IRA rollovers have benefits, advisors say
RETIREMENT 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.

Four-fifths of older Americans are standing on the financial edge
RETIREMENT 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.

Is your client selling their business? Dynasty Financial study digs into exits and advisors
RETIREMENT 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.

For two-thirds of Americans, Medicare's solvency woes spark retirement fears
RETIREMENT 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.

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

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

New inflation study shows where retirees are feeling pinched
RETIREMENT 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.

Seven-tenths of households are in poor financial health
RETIREMENT 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.

Best-interest annuity rule gains ground in Louisiana
RETIREMENT RETIREMENT PLANNING SEP 23, 2024
Best-interest annuity rule gains ground in Louisiana

Industry groups hail the move in the Pelican State as another win for consumers in need of lifetime income.

Charitable giving takes priority for four-fifths of pre-retirees and retirees
RETIREMENT RETIREMENT PLANNING SEP 23, 2024
Charitable giving takes priority for four-fifths of pre-retirees and retirees

Fidelity Charitable study finds an opportunity for advisors amid knowledge gap on tax-smart planning strategies.

An extra $1 million in retirement savings or 5 more healthy years? It's a coin flip for Americans
RETIREMENT RETIREMENT PLANNING SEP 23, 2024
An extra $1 million in retirement savings or 5 more healthy years? It's a coin flip for Americans

New Edelman survey reveals continuing concerns over debt, inflation, and daily expenses, with six in 10 believing they need a six-figure income to avoid financial worries.

More DC plan sponsors taking a stand on retirement income
RETIREMENT RETIREMENT PLANNING SEP 20, 2024
More DC plan sponsors taking a stand on retirement income

T. Rowe Price research takes consultants and advisors' pulse on different retirement investment solutions, along with shifting views on fixed income opportunities.