Differentiating Yourself Among 70,000 CFP® Professionals
All financial advisors — those just getting their start in the profession and those with decades of experience alike — have something in common: an obligation to serve clients...
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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All financial advisors — those just getting their start in the profession and those with decades of experience alike — have something in common: an obligation to serve clients...
Ten thousand boomers will retire each day for the next 13 years, significantly deepening the gap between the number of retirees receiving government benefits and full-time workers...
In a previous blog installment we reviewed five critical details overlooked by the traditional safe withdrawal rule - also called the four percent rule. Because the four percent...
American women are thinking about retirement, but many are without solid retirement or retirement income plans. In March 2016, Transamerica’s Center for Retirement Studies...
Since William Bengen's original study in the October 1994 Journal of Financial Planning titled "Determining Withdrawal Rates Using Historical Data," the four percent safe...
There are ample scientific data and research studies discussing the increased life span of Americans in general and women specifically, but much less information exists about the...
Designating a beneficiary, or beneficiaries, is an important part of a client’s estate plan. However, these decisions are sometimes made in a hurry and with little or no advice.
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Recently, The American College of Financial Services conducted a survey to test the average American’s retirement income planning literacy. Only 19 percent of respondents passed...
Managing expectations and taking a proactive approach to improving clients’ overall understanding of retirement income planning is an important part of the responsible financial...