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About That 5-Year Gender Longevity Gap…

Sep 30, 2022

When considering how much money clients may need in retirement, conventional life expectancy differences between men and women may no longer apply–that’s according to new research from WMCP® Program faculty members Michael Finke and David Blanchett.

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Reset Your Retirement Calculator Now for Today’s Bleaker Stock Markets and Make Sure You’re Still on Track

Sep 27, 2022

While most financial advisors tell clients not to follow stock markets too closely, certain key factors may be necessary for people to tell how able they are to afford retirement.

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4 Ways Women Can Prepare Their Finances for Unexpected Life-Changing Events

Sep 26, 2022

For women, planning for the financial future can be more complicated than for men. Hilary Fiorella, Executive Director of the American College Center for Women in Financial Services, says one thing women can do to ensure their security is to create a solid estate plan.

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As the Market Falls, New Retirees Need a Plan

Sep 26, 2022

The strength of most retirement plans is often subject to market conditions–and when the market dips, retirees may need to think carefully about how they draw down their assets.

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Investors’ ESG Demands: Will More Plan Sponsors Be Forced to Act?

Sep 22, 2022

With concern about ethical investing becoming more potent among younger Americans, the topic of ESG investing in retirement plans is gaining traction among workplaces.

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U.S. Retirees Aren't Waiting Till Age 70 to Collect Social Security

Sep 20, 2022

With many retirees beginning to claim their Social Security benefits earlier, experts say they might be better off drawing down other retirement savings assets first to avoid unnecessary tax burdens.

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