Retirement Planning

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5 Key Benefits of Longevity Annuities Your Clients Should Know

As people are living longer and healthier lives, the insurance industry has had to adjust to provide products that help people manage their wealth for longer periods of time. In some cases, people are worried about outliving their incomes, while others, who are confident their savings will last through their lifetimes, are interested in finding the most advantageous investment strategies for their wealth. 


Financial Planning Steps for New Parents

The months leading up to a new addition to the family are exciting ones. And while your clients who are expecting their first child may be overwhelmed with picking cribs and strollers, it’s up to you to help them get their financial house in order. Here are a few steps for new parents to take to prepare for baby:


Retirement Planning Myths You Should Dispel Immediately

While your clients turn to you for financial advice, that doesn’t mean they aren’t seeking out information on their own, whether that’s from blogs, news reports or their peers. Though seeking to understand as much as possible about their finances in general and retirement specifically is admirable, there is plenty of misinformation available. Here are some of the myths your clients may have heard that you should dispel quickly:


Creating a Financial Plan with Baby Boomers

The U.S. is currently faced with the largest generation in its history to reach retirement. And while the baby boomers broke records due to the massive population spike, that doesn’t mean the should reinvent the age to retire.


Is 70 the New 65?

When you’re making financial plans with your clients, the traditional age to plan on retiring is 65.


Part II: How US v. Windsor Affects LGBT Clients – Retirement Savings

Same-sex couples whose marital status changed under the historic United States v. Windsor Supreme Court ruling have had a lot to consider over the last year. Here are a few aspects of the financial planning landscape that have changed after the fall of the Defense of Marriage Act: