Browsing Tag
Retirement Planning
360 posts
Retirement planning is the process of strategically managing your finances to ensure you have enough money to support your desired lifestyle after you stop working full-time. It involves setting financial goals, estimating expenses, and creating a plan to accumulate enough savings through various investment and savings strategies. Essentially, it’s about preparing for a financially secure and comfortable retirement.
Advisor-Client Satisfaction Soars When Formal Retirement Plan Is in Place
“Failing to plan is planning to fail.” Most people have heard the adage, and it’s an all-too-appropriate point…
Fraught with Fear, Annuities May Be the Answer for Some 401k Savers
As financial experts and investors brace for the eventual market downturn, others are claiming it’s already here. The…
New Tools Aim to Help Cancer Patients Navigate Financial Challenges
That pesky saying—when it rains, it pours. Sometimes things happen in life that spur a cascade of consequences—many…
If Female Advisors Won’t Attract More Female Clients, What Will?
Women are handling the money in more than half of American households. Yet, around the same amount don’t…
Parents Preventing Children from Failing, Flourishing Financially
Actress Nia Vardalos (best known for starring in “My Big Fat Greek Wedding”) once told Good Housekeeping magazine,…
401k Participants Want Technology Plus…
Americans lean on technology for help with so much nowadays–from ordering groceries to arranging transportation to screening potential…
Teens Don’t Know 401(k)s—But Want To
Maybe teenagers deserve a little more credit. Often perceived as self-centered and short-sighted, new research implies the opposite.
Pessimistic 401(k) Participants Stopped Saving Post-Recession
First it was Nationwide and now Betterment, the industry’s clearly curious how 401(k) savers and investors are behaving…
How Much Do Americans Really Know About Money?
For most students, it’s back to the grind. The school year’s started. Some teachers have already begun assigning…
SEC Issues Risk Alert on Best Execution: Drinker Biddle
The risk alert identifies common deficiencies relating to advisors’ compliance with their best execution obligations under the Investment Advisers Act of 1940.