Retirement readiness

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Can’t stop, won’t stop. That’s the mantra of some boomers who have no interest in retirement.

Tapping into these plans is one method used to prevent bankruptcy.

Clients are increasingly favoring accounts suited for emergency spending, research shows.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

New survey reveals low savings rates and poor financial literacy on retirement planning, but advisors can help.

The bill has bipartisan support in the House and Senate.

Advisors need to be willing to take a financial hit for clients