Retirement Planning

Category Archives

Advisors Need to Help Clients Overcome Unrealistic Views of Retirement Income

News outlets love to report on the dire retirement situation facing Americans, and it’s true that many people are extremely unprepared for retirement.


Wealthy Retirees Concerned About Legacy Planning

A new study from consumer investment and retirement insights service Hearts and Wallets recently dove into how high net worth Americans face legacies.


Aging Advisors, Clients Pose Tough Questions

Talking about long-term care isn’t easy no matter how unique the situation. Working with a financial professional to traverse these sensitive issues may do a lot to make clients feel better about living comfortably in retirement.


Americans Need More Life Insurance

Life insurance is one of the most versatile financial planning tools available, but most Americans don’t have enough coverage for their economic situation, according to LIMRA.


New Research Shows Benefits of Focused Retirement Planning

New research from LIMRA offers a full look at where the market for retirement planning services stands today.


Women Seek Collaboration from a Financial Professional

When asked about their top financial priority, women and men agree that planning for retirement is the biggest issue.


How to Maximize Legacy Contributions

By utilizing the advantages of a stretch IRA, clients can pass on extra savings to their spouse or children without forcing them to take a major tax hit.


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