Downsizing Your Home: Is It Worth It?
Boomers who intend to move into a smaller home to lower their cost of living probably won’t save much money doing so, according to a report by the personal finance website GoBankingRates.com.
Does the 4% Rule Still Hold? Shaping Healthier Retirement Income Planning
Changing times and increased market volatility have clients wondering—is there a better way?
Running Out of Money
It is a major fear for many Americans. In fact, there is excellent research to support the idea that Americans fear running out of money in retirement more than they fear death.
IRS Withdrawal Calculation Offers Alternative to Standard 4%
Here’s a news flash; the IRS offers a calculation that actually helps consumers. Who knew?
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
Commonwealth Financial’s McMillan Launches Blog on Economy, Markets
The BD’s chief investment officer’s musings are aimed at educating advisors and their clients.
Solving America’s Income-Deficit Problem
Social Security now pays out more in benefits than it receives in payroll taxes. What does that mean for your clients' portfolio plans?
Retirees Boost Their Financial Risk With Gold
If generating income is their primary financial goal, why are they overleveraged in non-income producing assets?
Dynasty Financial Continues to Expand With Break-Away AIF
Dynasty Financial Partners announced that UBS Wealth Services’ Samuel Kiefer has left UBS to join independent advisory RPg, a member of the Dynasty network of indie advisors.
Top 10 Favorite Athlete-Philanthropists
Some might say sports stars make too much money, but many of them do what they can to help others in need.