The Actuaries: Longer Client Life Spans Require Big Shift by Advisors
How seriously are you factoring clients’ extended life spans into their retirement planning?
Retirees, Pre-Retirees Slowly Regaining Confidence: SOA
In 2011, prior to the U.S. debt downgrade and the most recent bout of market volatility, retirees and pre-retirees were less concerned with their finances than they were in 2009, the Society of Actuaries found.
Retiree Confidence Returning to Pre-Crisis Level
Retirees are returning to their 2008 attitudes about finances, even if they’re not quite there yet. Retirees feel more financially secure now than they did in 2009, the last time the survey was conducted.
Remember when all retiring clients wanted was security, and all you had to do was convert the majority of investable assets into bonds? The assumption...