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A quarter of wealthy investors' average assets are currently in cash, according to a new survey.
November 13 -
The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.
November 5 -
Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.
November 4 -
How sequence of returns affects retirement portfolio survival.
November 4 -
Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.
October 30 -
Cases often go unreported because many times seniors are too embarrassed.
October 15 -
Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.
October 1 -
If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.
September 12 -
Do your clients have their ducks in a row?
August 29 -
These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.
August 20