Year-end planning review checklist
A checklist can help investors assess personal finances for a year-end planning review to determine if action is needed.
Tag: retirement planning
Managing risks in retirement? Consider a three-bucket strategy
Investors may want to consider a three-bucket strategy to manage risks in retirement such as longevity and liquidity risk.
Understanding longevity is critical to retirement planning
With longevity increasing, investors need to make sure their savings last as long as they do.
Social strategies to meet clients’ families
As trillions of dollars are expected to move from boomers to the next generation, advisors may consider using social strategies to meet the entire family.
Health-care costs add uncertainty to retirement planning
Health-care spending increases with age and has become an important consideration when saving for retirement.
Take action before year-end on these retirement strategies
Year-end planning presents an opportune time to focus on retirement strategies.
Three takeaways from the DOL fiduciary rule hearings
DOL hears pros and cons of fiduciary rule
Four reasons why advisors need to understand the ACA
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
Partial improvement for social insurance programs
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