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New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.
October 16 -
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.
December 1 -
Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.
August 16 -
A Nationwide survey suggests that a hefty chunk of America plans on working longer.
January 25 -
Even broaching the subject improves a client's ability to plan more realistically for longevity risk, research shows.
January 18 -
Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.
July 17 -
A tougher job market and requirements to simultaneously care for children and elderly parents are just some burdens clients may face.
May 13 -
Grandparents are advised to give cash gifts without putting their future financial security at risk.
April 11 -
An educational campaign aims to place the products front and center amid increasing longevity — but sales figures show they’re already in the limelight.
April 8 -
The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.
March 13 -
As clients live longer, advisor firms’ planning strategies are shifting to accommodate.
March 12 -
Traditional planning strategies will become obsolete.
October 30 -
Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.
August 10 -
Planners can help empower clients facing a transition that can feel "lonely and daunting."
August 8 -
Clients making arrangements for family caregivers need to communicate their plans to other relatives to avoid squabbles down the road.
July 30 -
If history is a guide, your clients can stop freaking out about having enough money during their post-work life.
July 19 -
While seniors are often encouraged to lead an active lifestyle in retirement, too much activity may do more harm than good, according to one professor.
April 24 -
Investors are advised to liquidate some assets or transfer them to certificates of deposit and money market funds.
February 7 -
Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.
November 27 -
Offering a prepaid, monitored debit card gives True Link an edge in elderly retirement advice space.
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