SEC pushes Vanguard Fair Fund distribution plan to 2027.
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What to do when adult children become the client
The most significant gap that tends to emerge when adult children take over their parents’ finances is long-term care and other related health care expenses.
Judge rules insurers not liable for Newport Group’s AME Church pension lawsuit
A judge has ruled that three insurers do not have to provide coverage for Newport Group’s potential liabilities from a retirement plan dispute.
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SEC pushes Vanguard Fair Fund distribution plan to 2027.
What to do when adult children become the client
The most significant gap that tends to emerge when adult children take over their parents’ finances is long-term care and other related health care expenses.
Judge rules insurers not liable for Newport Group’s AME Church pension lawsuit
A judge has ruled that three insurers do not have to provide coverage for Newport Group’s potential liabilities from a retirement plan dispute.
Why vacation homes are becoming a major blind spot for advisors
Too often, advisors only focus on a client’s primary residence and overlook their vacation or second home.
The rise of the ‘gray divorce’ insurance client
A gray divorce, typically couples who are age 50 and older, can be one of the biggest financial transitions someone experiences.
Succession planning: Building the future of your practice
Advisors would be wise to heed their own advice when it comes to planning for the transition of their business.
From loss to security: Supporting widowed clients with life insurance
The loss of a spouse can shake a client’s emotional and financial foundation. That’s why a life insurance conversation is vital.
Plan now for lower Social Security benefits later
Addressing the Trust Fund’s solvency shortfall will come with a cost for future retirees.
The conversation almost no advisor is having yet
You built your practice on having the hard conversations everyone else avoids. This is simply the one you haven’t added yet.
Why advisors should offer retirement-longevity planning
These services extend traditional retirement projections past standard life expectancy to address various issues associated with 30- to 40-year retirement horizons.
A hybrid approach outperforms the 4% Rule, researchers find
Many retirees believe they have two choices when it comes to withdrawing their retirement funds: either let the 4% Rule guide them and risk running out of money, or put the entire amount into an annuity.
The missing piece in most retirement plans
Most retirement plans are built for market risk. Very few are built for life risk. That is why so many of them fail.
Clients are bringing TikTok insurance advice into advisor meetings
Many so-called experts are sharing social media insurance tips that may or may not be accurate, often leaving clients misinformed.
Embracing a family-centric approach to financial planning
A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful.
Family communication: Financial planning’s growing blind spot
Across key areas of retirement and protection planning, families are making assumptions instead of having conversations.
Americans aren’t turning retirement plans into action, LIMRA finds
Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.
Maybe you’ ve seen Republican Senate nominee Ashley Hinson’ s TV ad. “Ashley Hinson is working to eliminate the death tax, so I don’ t have to sell our home in Aspen or our French vineyard. Considering an estate inherited by a couple has to be worth more than $30 million, or $15 million for an individual, to trigger any inheritance tax, the spawn of a top hedge fund manager is…
How advisors can prepare clients for an uncertain retirement landscape
Security Benefit found that 76% of advisors consider geopolitical instability the most difficult risk to plan for.
Inflation and market volatility have created one of the most complex financial environments in recent memory, causing more than three in four (77%) non-retired investors to be concerned about a U.S. economic recession over the next 12 months.
Transamerica and Advo(k)ate Advisors announced the launch of the Advo(k)ate Nexus Pooled Employer Plan, a modern retirement solution designed to simplify plan administration for employers of all sizes while elevating the participant experience.
