Client communications

It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.

Superstitions with catchy phrases persist.

Target-date funds can help risk-averse young clients ease into investing.

Target-date funds can help risk-averse young clients ease into investing.

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.

Dual-income couples benefit less from Social Security.

Advisors can’t underestimate the emotional toll an exit can impose.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

There are dangerous misconceptions that can lead to financial hardships in retirement.

How to know when you’ve reached that just-right size.