Space Travel, Robots and Your Clients’ Retirement
Seniors in space? Robots for retirees? There's much to be learned from predictions for "the future" that turned out to be wrong or premature.
Octogenarians Weigh In on Retirement
New York Life polled retirees 80 and older on why they retired when they did and where they get their income.
Coping With America’s Coming Cognitive Decline
Cognitive function really starts to go downhill for people in their 70s, and the eldest of the baby boomers will start turning 70 in January.
Servicemembers Like Their Pension System but Support Reform
While two-thirds of career servicemembers support plans to add defined-contribution elements to their retirement system, most prefer the current system for themselves, a survey found.
Sen. Warren Slams Annuity Providers, Sellers for ‘Conflicts of Interest’
Warren says companies provide $17 billion in direct or indirect “kickbacks” to advisors who sell annuities; industry groups question her conclusions.
Popular Social Security Claiming Strategy Gutted in Budget Bill
The changes to Social Security spousal benefits will be "devastating," Kotlikoff said.
The Inherited Roth Rollover: How to Avoid Unpleasant Surprises
The rules on rolling over inherited retirement funds into an inherited Roth IRA are complicated, lawyers Robert Bloink and William Byrnes warn.
Returns Higher for Managed Account Users: Study
A new white paper posits that investors who aren’t using a managed account solution aren’t just struggling to keep up, they’re falling behind.
Reverse Mortgages for Retired Clients: Does the Strategy Fit?
This tool should only be used in very specific situations — giving the advisor a critical role in guiding clients on when and how.
4 Financial Planning Steps for Clients With Alzheimer’s
Advisors should address these issues with clients early while they can still make their own decisions about their care.