-
-
Retirees often only take distributions when they are forced to do so because of the IRS’ RMD rules, an expert says.
October 16
-
Cases often go unreported because many times seniors are too embarrassed.
October 15
-
Securing optimal returns depends on many factors, including the right underlying asset class and close monitoring.
-
Keeping their money invested for a longer period enacts the power of compounded interest growth.
October 11
-
Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.
October 11
-
Clients are advised to have an emergency fund, create a monthly budget and repay their high interest debt.
October 10
-
Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.
October 10
-
Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves
October 10
Mercer Advisors -
Investing in tax-advantaged accounts and automating contributions are a few strategies that could help.
October 9
-
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8
-
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7
-
Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.
October 4 -
Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.
October 3
-
To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.
October 2 -
With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.
October 1 -
A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.
September 30
-
Just 27% say they expect to have saved enough by the time they retire.
September 27
-
Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.
September 26 -
Certain locations can help clients maintain their lifestyles — or even improve them.
September 26
