Thornburg Urges Advisors to 'Retire Retirement'
As the idea of retirement evolves, Thornburg Investments created an informational packet for advisors to help clients reshape their retirement expectations.
Americans Would Rather Talk About Sex or Death Than Retirement
A study from Northwestern Mutual found that more than two in five Americans have not spoken to anyone about their retirement.
FELA Combines Financial Literacy, Behavioral Finance for Better Outcomes
Most financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
Despite Saving More, Workers Still Face Retirement Shortfalls
Although participation and contribution rates are fairly high in 401(k) plans, Natixis finds many participants, especially baby boomers, are on track to fall short.
401(k) Savers Who Stuck Out Financial Crisis Reaping Rewards
Workers who saved consistently in a 401(k) plan during the five years that included the financial crisis are reaping the rewards.
Under the Hood: Medicare Premiums—What You Need to Know, Pt. 2
Understanding the premiums for Medicare parts A, B and D, along with some changes to the program from the Affordable Care Act.
Don’t Take Retirement Advice From the Social Security Administration
It’s not that SSA employees won’t give advice on how and when to claim benefits; it’s that they can’t. So make sure you step up.
Using Qualified Plan Dollars to Buy Life Insurance
For your small-business-owner client, this strategy can ease the transition of the business upon the owner’s exit. Watch the details, however, especially on taxation.
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'.