Graison Dangor is a former associate editor of Financial Planning.
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Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.
July 18 -
Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.
July 16 -
Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.
July 10 -
Which is better? An SEP plan or solo 401(k)?
July 9 -
With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.
July 9 -
But health care is probably more expensive.
July 8 -
Those with 1099 income have several tax-advantaged options.
July 5 -
An otherwise simple strategy has many pitfalls.
July 2 -
A client's retirement savings depends on four key factors, says the leading RIA executive.
July 1 -
Careful planning can help prevent them from shrinking their benefits based on misperception.
June 27 -
Single women in their early 60s have saved roughly $37,000 less than men.
June 26 -
The aggregator has bought 22 firms with $7.1 billion AUM since 2016.
June 25 -
It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.
June 25 -
Superstitions with catchy phrases persist.
June 24 -
Target-date funds can help risk-averse young clients ease into investing.
June 21 -
Target-date funds can help risk-averse young clients ease into investing.
June 21 -
Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.
June 20 -
One advisor has more than three decades of experience in the business.
June 4 - Financial literacy is a problem for a wide range of clients, plus other findings unearthed in Financial Planning’s new survey.Sponsored by ADP Accounting
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One departing practice managed $100 million in assets.
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