The Wealth Advisor

Contributor

The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Attention High Earners: You’re Not Taking Retirement Seriously Enough

Higher-income households are more likely to overestimate their retirement readiness, according to a new analysis.

2 Secure 2.0 Provisions Could Be Financial Stress-Busters for Younger 401(k) Participants

Cerulli report explains how emergency savings and student loan provisions in new legislation can boost financial wellness for Gen Z and Millennials.

Most Pre-Retirees Cite Inflation for Retirement Delay

Nationwide’s Advisor Authority survey found 60% of pre-retirees say inflation is the reason for postponing retirement.

Without Lifetime Income Solutions, Participants Tend to Withdraw Too Much

Incorporating insurance into participants’ asset allocation may improve sustainable withdrawal rates by 70% or more, according to AllianceBernstein.

Retirement Fears: Americans Are More Worried About Running Out of Money Than Dying

Many Americans have been putting retirement saving and planning on the backburner recently.