More Boomers Plan to Work Till 70 or Older: IRI
There was good news and bad news in a recent study on baby boomers' retirement readiness by the Insured Retirement Institute.
National Retirement Planning Week Offers Critical Tools for Advisors
It's National Retirement Planning Week, and here are some tools advisors can take advantage of to promote retirement preparedness.
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client Discussions
Retirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.
Camp’s Tax Plan Unlikely to Pass but Sure to Ignite Debate
Though Rep. Camp's tax plan is highly unlikely to become law this year, retirement planning advocates weighed in.
Just 23% of Gen Xers Plan Retirement With Advisors: Study
Gen Xers are saving 15% less today than they were two years ago, research finds, and they could benefit from working with advisors.
Taxing Matters for the New Year
Two lawmakers struck a two-year budget deal in mid-December, just days shy of the budget conference committee’s Dec. 13 deadline to find a way to keep the government running beyond the expiration of the current continuing resolution (CR) on Jan. 15.
Annuities to Get Big Advisor Boost in 2014
A recent IRI poll found that 44% of advisors plan to grow their annuity business next year.
Senators Say Retirement Planning Is a Growing Priority
“Too many Americans make decisions by inaction, and they need investment advice,” said Sen. Ben Cardin.
Boomers Finally Push Annuities Into Spotlight
Baby boomers, freaked out by the stock market and feeling a strong need for security, are propelling the market, says a Guardian executive.
How Reps Can Best Help Gay Clients
Recent surveys show LGBT investors want to work more with advisors around specific issues, but want to be treated like other clients, too.