Factoring Medicare Part B Premiums Into Financial Plans
Since I’ve built my own financial planning software, I can forecast clients’ Medicare Part B premiums as part of their future expenses in retirement.
Gen X Retirement Worse Than Boomers'? Check Your Math, Says EBRI
EBRI recently challenged studies from Pew and the Center for Retirement Research that concluded Gen Xers’ retirement prospects were in worse shape than baby boomers'.
Under The Hood: Medicare Parts A, B, C and D—What You Need to Know, Pt. 1
A primer on the four different parts of the Medicare system and their origins, growth, options and cost.
How to Overcome Behavioral Biases, Raise Retirement Savings: Cerulli
Cerulli’s latest research addresses ways recordkeepers can better engage retirement plan participants to improve outcomes.
Bear Market Survival: A Crash Course From Eric Nelson
Servo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
Better Benchmarks Through Behavioral Finance?
New understanding of behavioral finance means many one-size-fits-all benchmarks are outdated, Natixis and MIT researchers say.
Older Workers More Anxious Than Retirees About Financial Future
Despite having significant nest eggs, pre-retirees are more likely to fear financial struggles in retirement than those already retired, T. Rowe Price found.
Client Calendars Show Clients How Much You Do for Them
Client service calendars let your clients know that you and your firm are actively taking care of their finances throughout the year.
Volatility Tops Investor, Advisor Concerns
A pair of recent surveys show market volatility is top-of-mind — perhaps a bit misplaced.
Cruising Through Retirement on Less Than $18,000 a Year
Retiring on a boat provides adventure, a community of likeminded expats and access to essential needs, all at prices retirees can afford, International Living says.