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Very few retirees have incomes that equal 70% of what they earned in their working years.
May 25
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These funds have the luxury of time to be more aggressive – which had the best five-year returns?
May 12
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The federal plan does not cover some things such as hearing aids and dental care; plus, how age differences in couples affect their Social Security.
May 11
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Which funds that already reached their target year have had the best five-year returns?
May 9
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Save clients big headaches by being aware of these RMD-related errors.
May 6
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Planners and clients should determine whether the high premiums on stand-alone policies provide benefits that are worth the price -- and whether coverage provided by riders on life insurance policies is sufficient.
May 8
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Cognitive and health issues can make meeting with older clients more difficult. Here are some tips to help advisors break down communication barriers.
May 5
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Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.
May 1
