5 Things to Tell Clients About Working Past Retirement Age
More Americans are saying “No” to retirement and working into their 60s and beyond. It’s the “new” old age. A 2016 New York Times article reports nearly a third of adults aged 65-...
The Impact of Retirement Age Uncertainty on Retirement Outcomes study encourages planners to consider modeling early retirement to ensure clients are prepared.
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More Americans are saying “No” to retirement and working into their 60s and beyond. It’s the “new” old age. A 2016 New York Times article reports nearly a third of adults aged 65-...
In the following video series, Professor David Littell and noted retirement speaker and author, Tom Hegna, discuss the topic of income annuities and how they contribute to a...
With the work of many leading retirement income planners accessible online, it’s never been easier to stay informed about the profession.
Reading what some of the best minds...
In this post we meet with two Australian researchers whose study of retirement income risks can be applied to client portfolios across the globe.
Dr. Michael Drew, Professor of...
One of the goals of the New York Life Center for Retirement Income is to share some of the latest research in the field of retirement income planning. In a recent interview with...
After a seven-year journey through the legislative process, the Department of Labor fiduciary rule proposed by the Obama administration in 2010 finally went into partial effect on...
Fifty percent of older Americans are delaying retirement, and for many, it’s not because they find work meaningful or enjoy the social and intellectual stimulation. It’s because...
Consumer studies continue to identify health care and long-term care costs as top concerns. Advisors helping clients prepare for retirement need to be able to help clients address...
The bucket strategy is a way to think about asset allocation by conceptualizing a portfolio as a series of “buckets,” each of which contain assets of...