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Will “Staying Safe at Home” Boredom Cause You to Avoid Retirement?

Forbes
Apr 19, 2020

Among its numerous effects on financial markets and people’s everyday lives, the COVID-19 pandemic is giving people across the country a taste of what retirement could be like as many are stuck at home with little of their recognizable routine.

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How Advisers Can Handle the Medical Expense of COVID-19

InvestmentNews
Apr 17, 2020

With the COVID-19 pandemic impacting the physical and financial health of so many Americans, one of the biggest problems those affected face can be crushing medical bills and expenses.

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What to Know About Taking Social Security in the Pandemic

The New York Times
Apr 17, 2020

Even though the last decade has seen retirement-age people waiting longer to start collecting their Social Security, the onset of the COVID-19 pandemic threatens to bring that trend to an end. But should older Americans be rushing to cash in on Social Security, even in this time of crisis?

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Retirement Savers’ Anxiety Soars Amid Pandemic

Financial Advisor IQ
Apr 17, 2020

As an indicator of the growing economic impact of COVID-19, over 90% of retirement advisors say their clients have contacted them with financial concerns—up from 66% in March.

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2019 Philanthropy Report: Meet the Future of Philanthropy

Apr 15, 2020

How Sow Good Now is changing the game.

 

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Wade Pfau, PhD, CFA

Wade Pfau: Pandemic Tears Up 4% Rule

ThinkAdvisor
Apr 14, 2020

In the age of COVID-19, social distancing, and pandemic planning, another crushing financial change: the 4% rule of thumb for income withdrawal in retirement has shriveled to only 2.4% for investors taking “a moderate amount of risk.”

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Retirement Clients’ Concern Escalates as COVID-19 Surges: Poll

ThinkAdvisor
Apr 14, 2020

The unprecedented spread of COVID-19 across the United States and the world has caused many to rethink their spending and saving priorities when it comes to retirement planning.

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Client Anxiety About Retirement Planning Escalates

InvestmentNews
Apr 13, 2020

With quarantine measures extending into another month and growing economic pressure on many families across the country, there’s rising uncertainty about how solid retirement plans actually are.

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Pandemic Makes Clients Fearful for Retirement Savings, Seeking Trades, Advisors Say

Financial Advisor
Apr 10, 2020

According to a recent flash survey by The American College of Financial Services, 93% of RICP® professionals report their clients have talked to them about COVID-19 related concerns as they pertain to their retirement plans—much more than only a month ago when we launched

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Seven Tips for Converting Your Retirement Plan to Your Estate Plan

Forbes
Apr 09, 2020

The COVID-19 health crisis has many Americans worried about the possibility of sudden death due to the virus. That fear is causing people to focus on getting their legal affairs in order. Creating or updating a succession plan is a complex process and isn’t one that lends itself to hastiness.

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