In addition to birthdays and life changes, such as retirement, age milestones are meaningful for financial planning.
Investors may want to consider a three-bucket strategy to manage risks in retirement such as longevity and liquidity risk.
With longevity increasing, investors need to make sure their savings last as long as they do.
Health-care spending increases with age and has become an important consideration when saving for retirement.
Year-end planning presents an opportune time to focus on retirement strategies.
DOL hears pros and cons of fiduciary rule
There is one certainty about the new health-care reform legislation: Clients want to know how it will affect their financial planning. As Chris Hennessey points out in the video, it is important to understand the implications of the Affordable Care Act (ACA) for all phases of financial planning, such as: 1. Many clients are confused
The latest data on the future viability of federal social insurance programs are mixed. While the outlook for Medicare improved slightly in the recently-released Social Security Administration Trustees’ annual report, Social Security’s anticipated insolvency date remained unchanged at 2033. As Social Security and Medicare remain a significant part of retirement planning for most workers, it