Longevity strategies

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.

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.

Could single premium immediate annuities be the answer to ultralow rates?

Too often succession plans tend to be all-or-nothing. There are better ways.

Grandparents are advised to give cash gifts without putting their future financial security at risk.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

As clients live longer, advisor firms’ planning strategies are shifting to accommodate.

One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.