Advisors to Anxious Retirees: Plan, Don't Panic
As people live longer lives, clients are ever more worried about outliving their assets. Advisors are helping them stay calm about maintaining their lifestyles in retirement.
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Who will take over the practice when you retire? more »
Advisors are increasingly calming clients worried about longevity risk when planning for retirement. more »
Clients and their heirs are often reticent about discussing inheritance. Here's how advisors can get the conversation started. more »
Industry struggles have meant a raft of changes for planners and their clients. more »
As longevity increases, advisors must find smart new ways to prepare clients for the cost of an extended retirement. more »
Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds. more »
Should older clients' portfolios be adjusted more quickly to bring equity allocations to their desired level? New research says yes. more »
When and how your clients elect Medicare coverage can have a big effect on their overall budget. more »
The pitches are persuasive. Workers who leave jobs with the federal government transferred $10 billion last year out of the Thrift Savings Plan. more »
Many U.S. households are not adequately prepared for retirement, according to a new report from the Federal Reserve that found 31% of non-retired respondents indicating they have no retirement savings or pension, including 19% of those ages 55 to 64. more »
Without outside help, many planners are falling short on their own financial goals. A few advisors have a solution. more »
Without a quantum shift in savings habits, millennials are facing big trouble when they start approaching retirement. more »
A new study finds substantial savings and comfortable retirements when defined contribution plans are combined with Social Security income and lifestyle changes. more »
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