What the Rise of Minorities Means for Advisors: Retirement Scan
The increasing Asian, Hispanic and other minority groups will have an impact on the development of products, services and training; Plus, more than half of American households may not maintain standard of living in retirement.
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Nearly 97% of respondents said they were very or somewhat knowledgeable about saving for retirement, but just 20% passed a test to prove it; Plus, strategies to increase retirement income. more »
If your clients think they're going to make money off the policies they're buying, it's time to give them a reality check. more »
The Supreme Court agreed to review a challenge to the tax subsidies allowed under the Affordable Care Act, a critical aspect of the law meant to help uninsured individuals better afford health care coverage. more »
Policyholders may be able to reduce benefits and still get good coverage; Plus, using direct deposit for income checks can help retirees avoid becoming victims of fraud. more »
Income planning can save clients thousands of dollars a year in premium tax credits. more »
As many of your clients have enjoyed gains in their 401(k) plans from a surging stock market, lower-income workers have lost ground; Plus, how to save on Medicare expenses more »
Millennials feel guilty about this common financial decision—but they shouldn't; How is Partners Group solving the 401(k) puzzle?; How to fund retirement with your life insurance more »
Former insurance company advisor's 30 victims included friends he had grown up with, according to prosecutors. more »
The IRS has issued new draft instructions, notices and a publication to help taxpayers and tax practitioners deal with the Affordable Care Act. more »
Unknown health care costs are regarded by many as the biggest threat to retirement plans. At the same time, shifts in the industry are changing advisors' options to help clients plan for the costs of extended health care. Here are the most critical factors advisors should keep in mind about long-term care. more »
As more companies offer ‘financial wellness’ benefits to employees, planners have a chance to build new relationships. more »
Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money more »
Are long-term insurance hybrids all they're cracked up to be; 3 reasons not to raid your retirement accounts; How dividends can make the 4% rule easy more »
35 Great Schools for Financial Planning
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