Financial Planning

Rethinking Retirement

Sponsored by Prudential

• Hartford Adds PIMCO, TIAA Funds to DC Platform

  May 9, 2012

  The Hartford is expanding its defined contribution platform with a trio of new managers and a slew of funds for retirement plan sponsors and participants.

• Most HNW Pre-Retirees 'Terrified' of Health Care Costs in Retirement

  May 7, 2012

  But despite their understandable fear that rising health care costs will erode their retirement savings, more than a third of high-net-worth folks haven’t bothered discussed their well-founded concerns with a financial advisor.

• Employed Worried About Retirement: BlackRock

  May 7, 2012

  Fifty-one percent of retirees, but only 25%, of today’s workers, are confident about having enough money to live comfortably in retirement, according to a BlackRock study.

• Proposed California Retirement Bill Dies in Committee

  May 4, 2012

  Large retirement plan providers tried to offer California’s teachers and other education workers simpler plan options, but the Financial Services Institute said it should not come at the expense of access to quality personalized investment advice.

• Great-West Launches New Retirement Product

  May 3, 2012

  Clients interested in guaranteed lifetime income? Now you have one more option to offer, courtesy of Great-West Life & Annuity Insurance Co.

• Fidelity Reports Rise in 401(k) Balances

  May 3, 2012

  Fidelity Investments yesterday reported its average 401(k) balance rose to $74,600 at the end of the first quarter

• More Mass Affluent Delay Retirement, Look to Get Back on Track

  April 30, 2012

  More than half of mass affluent Americans (57%) plan to push back their retirement, up from 42% in January 2011.

• Advisors Pay More Attention to Retirement Income Planning

  April 30, 2012

  Advisors are ramping up their retirement income planning services as waves of Baby Boomers begin to retire, according to a new survey from LIMRA.

• Booming Opportunity: Unlocking Small Biz Assets for Retirement

  April 27, 2012

  The Baby Boomer retirement flood is the gift that keeps giving and financial advisors are seeing huge growth opportunities to counsel small business clients on exit planning strategies as they close in on their golden years.

• 5 Critical Financial Planning Tips for 20-Somethings

  April 24, 2012

  You’re never too young to start planning for your retirement and most financial planners bemoan the fact that clients often wait too long to start saving for their golden years. Here’s an interactive slide show counting down five things 20-somethings can do today to ensure they have the means to retire in the style when the time comes.

• Debate on Social Security Shortfall Continues

  April 23, 2012

  Although the initial outlook is shaky, the reality is actually less dire, especially for Social Security, according to advocates of the retirement insurance program.

• Government Retirement Fund to Run Dry Earlier

  April 23, 2012

  The government's retirement benefits programs will run out of money three years earlier than previously thought, its trustees said on Monday, increasing the pressure on lawmakers to reform the federal safety net for millions of Americans.

• 5 Simple Ways to Boost Clients' Monthly Retirement Income

  April 19, 2012

  Nearly four-in-10 (38%) retiree households say they don’t have enough income to cover their monthly expenses. What can retirees and pre-retirees do to improve their monthly retirement income?

• No One Is Too Young (Or Too Old) For Genworth’s LTC Mobile App

  April 18, 2012

  Genworth Financial this week debuted a free, web-based mobile app that lets investors and advisors calculate their expected long-term care expenses from their iPhones or iPads and, simultaneously, get down to the business of adjusting their long-term financial planning goals to meet these rising costs as they age.

• 10 Ways Boomers Can Avoid Savings Shortfalls in Retirement

  April 12, 2012

  Many Baby Boomers fear outliving their savings even more than death. Here’s a 10-point checklist to help Boomers save themselves from retirement shortfalls.

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