Blog

Long-term planning for your client and your practice

Posted on November 17, 2016 by Joe Biloon, CFP®, AEP®

Research shows that long-term care expenses can deplete client resources two to three times faster than intended. This month is Long-term Care Awareness Month and an opportune time for advisors to engage clients about long-term care solutions.

The Value of Expert Advice in a ‘DIY’ World

In today’s do-it-yourself (DIY) world, Americans can find answers to pretty much any question on their own with a simple Internet search. How do I repaint my living room?

Social Security is a Critical Retirement Asset and When to Claim It Can Make a Big Difference

The occasion of National Retirement Planning Week offers an opportunity to reflect on two of the most important questions in retirement planning: when to stop working and when to take Social Security.

Relying on Inheritance for Retirement is Risky Business

As their parents pass, baby boomers, Generation X members and milennials stand to inherit massive wealth transfers.

What the Pay Gap Means for Women’s Retirement

By now, you’ve probably already heard about the gender pay gap- the disparity in earnings between men and women that, despite national initiatives, laws, advocacy and widespread awareness, stubbornly refuses to close.

The Continued Importance of Financial Advice

Posted on April 11, 2016 by Cathy Weatherford

When IRI first started surveying Baby Boomers in 2011, 79 percent of respondents felt satisfied with how their lives were progressing economically. In just five years that number has dropped to a meager 43 percent.

Increase retirement savings by contributing to an IRA

Those looking to boost their retirement savings during National Retirement Planning Week® may want to consider an IRA. Learn more.

Closing the Retirement Health Care Planning Gap​

Given potentially high health care costs, many have questioned whether Americans can afford to save for health care. But the real question should be can clients afford not to prepare for health care, writes HealthView Services CEO Ron Mastrogiovanni.

Re-Think Social Security

The time has come to view Social Security in a new light – as a retirement income asset, writes Gail Buckner, Franklin Templeton's financial planning spokesperson and Fox Business columnist, during National Retirement Planning Week.

Optimism + planning = secure retirement

As National Retirement Planning Week® begins, Wells Fargo’s John Papadopulos discusses recent gains in investor optimism. While optimism is up, he says it’s important to have that optimism rooted in solid facts, spelled out in a retirement plan.