What A Volatile 2020 Taught Advisors About Target Funds And Annuities
The COVID-19 pandemic taught us all that target-date funds are perfectly suited for individuals who feel apprehension about market volatility.
Recent
Time To Change The Retirement Conversation From "Savings" To "Income"
It’s time to change the way Americans prepare for retirement. Retirement isn’t the finish line. It’s the starting point to a sustainable lifestyle.
What Do Confident Retirees Have In Common? (Besides Expert Advice)
More cited workplace retirement savings plans such as 401(k) plans and individual retirement accounts as important income sources and debt was low.
Financial Fraud And The Elderly
The Center for Retirement Research found an uncomfortable rising incidence of cognitive decline and the ability to handle money. Advisors can help.
Boosting Plan Engagement Starts With Short-Term Financial Wellness Programs
Because retirement is just one aspect of overall financial health, advisors’ roles are changing. Plan sponsors are seeking advisors who deliver more.
Jaw-Dropping Stats About the State of Retirement in America
A healthy 65-year-old woman has a very good chance of living to age 86, and a 65-year-old man has a good chance of reaching age 84.
RIA Retirement Risk Review: 88% of Advisors Prioritize Effective Risk Management over Generating Highest Gains in Client Portfolios
The RIA Retirement Risk Review Study reveals growing concerns over client retirement security, willingness to explore new risk-management solutions.
