Retirement planning

Eight ideas for clients thinking of retiring to exotic locales.

A new study by retirement and investment trends research firm Hearts& Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.

Dealing With Cognitively Impaired Clients

Reversal of Fortune

Living Off a 201(k)

Attracting Younger Clients

Target Date Funds: Different Strokes for Different Folks

Roth 401(k)s Give Young Investors a Leg Up

Estate Planning: 4 Critical Considerations

For Retired Clients, Dump the Life Insurance Policy?

More financial firms in the retirement space are considering the lifetime value of consumers.

A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers--currently 55%, up from 43% in 2010--showing an increased focus on younger investors.

A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.

It’s extremely tax inefficient to pay off a mortgage using retirement funds

Stocks, bonds and gold are not all that glitters for clients' retirement portfolios.

Your clients can’t afford debt in retirement, which means they can’t afford to retire until their debt is paid off.

Simple approaches to help near-retirees avoid an income shortfall.

Lincoln joins about a dozen companies who either offer or have filed to offer an annuity product that is gaining traction in the market.

Financial planners can get their clients thinking seriously about their retirement by having them incorporate activities and budget-savvy thinking into their current lives.

In the second quarter, fixed annuities experienced highest quarterly sales since 2011, according to data from Morningstar and Beacon Research.