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.
Investment Protection Outranks Investment Gain: Allianz Survey
Is the low-low of investment losses still worse than the high-high of investment gains?
Investing for a Lifetime With Life-Cycle Investing
A decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisor’s business—perhaps even for the entire financial services industry.
Altering of 401(k) Tax Incentives Alarms Retirement Industry
With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.
Taxes, Social Security Weigh on Boomers’ Retirement Planning
More than half of middle-income boomers said they would save less for retirement if income taxes rose, according to the Insured Retirement Institute.
Top 5 Retirement Issues
Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.
Insurance Trounces Retirement in Small-Business Benefit Offerings
A little over half of small businesses offer insurance or retirement benefits to their employees, according to research released Monday by LIMRA.
Marital Status Is ‘Significant Factor’ in Women’s Retirement Confidence: IRI
A report from the Insured Retirement Institute found that boomer women’s confidence in retirement planning was significantly influenced by their marital status.