Advice for financial advisors with clients over age 50
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The month clients leave work can make a surprising difference in how smoothly they transition into retirement. (By Brady Bassford) The post The Retirement-Timing Question Advisors Should Be Asking appeared first on Rethinking65 .
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. “Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”).… The post…
Proposed regulations spell out what investments are eligible for the popular child accounts. The post Feds Fine-Tune Investment Rules for Trump Accounts appeared first on Rethinking65 .
I teach people about financial security in retirement. My mom’s dementia has changed what I believe it means to be prepared. The post The Retirement-Planning Questions Dementia Forces Us to Ask appeared first on Rethinking65 .
A new survey reveals how much extended family helps — and hinders — U.S. Latino moms and dads. The post Latino Parents Say the Cost of Raising Kids Is ‘Out of Control,’ But La Familia Helps Them Get By appeared first on Rethinking65 .
The campaign was a real-world fiduciary stress test, and it offers financial advisors practical lessons for managing their practices. (by Jon Henderson) The post 5,589 Votes: What Running for California Governor Taught Me appeared first on Rethinking65 .
With $1T moving out of 401(k)s each year, the new CFP Board publication helps planners avoid giving clients conflicted or bad advice on this critical transfer. The post Guide Helps CFPs Advise on Rollovers While Staying True to Their Fiduciary Duty appeared first on Rethinking65 .
A continuing requirement for paper documentation means organizations need an integrated customer communication strategy, an industry exec says. The post Proposed E-Delivery Rule Eases Customer Communications — With a Catch appeared first on Rethinking65 .
Seemingly sound estate plans can implode for families with ties to both the U.S. and Canada unless jurisdiction differences are planned for. The post Cross-Border Estate Plans Can Trigger Tax Surprises — and Double Probate appeared first on Rethinking65 .
Housing and childcare consume more than half of the typical American family’s income — but costs vary widely by location, Redfin reports. The post Thinking of Moving Your Family? Check Childcare Costs Along With Home Prices appeared first on Rethinking65 .
