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If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.September 12
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Seniors who negotiate for such an arrangement should consider their finances, flexibility and mutual benefits.September 11
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To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.September 10
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Underestimating their needs, many make decisions that are suboptimal or worse.September 5
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Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.September 4
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Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.September 3
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To make the most of their savings, workers should start funding their accounts as early as possible.August 30
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Do your clients have their ducks in a row?August 29
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“The big issue here is being able to maintain your standard of living,” an expert says.August 28
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The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.August 27
