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A Foolproof Way to Create Retirement Income for the Rest of Your Life

CNBC
Jun 26, 2020

For those at or nearing retirement age, the major focus of their financial planning is likely how to ensure they make it through their retirement years without having to worry about making ends meet.

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What to Do If You Lose Your 401(k) Employer Match

Bankrate
Jun 18, 2020

Many Americans have had to deal with losing jobs during the COVID-19 pandemic, but those who haven’t may have a different threat to deal with: reduced benefits from work, specifically their retirement savings.

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How to Build Social Security’s Insecurity Into Your Retirement Plan

Forbes
Jun 16, 2020

With the COVID-19 economic downturn on everyone’s minds, many clients are concerned about funding their eventual retirements, including whether they can expect help from Social Security benefits.

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How the Pandemic Will Affect Social Security Benefits

ThinkAdvisor
Jun 15, 2020

How secure are your clients’ Social Security benefits?

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Congress Waived Required Minimum Distributions for 2020. Here’s What Retirees Need to Know

Money
Jun 12, 2020

As part of the CARES Act package of COVID-19 financial relief measures, many Americans at or near retirement no longer have to take required minimum distributions out of their 401(k) and other savings accounts if they don’t think it advantageous.

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Coronavirus Puts the Squeeze on Retirement Hopes

Financial Times
Jun 12, 2020

As the economy takes a pounding from the ongoing COVID-19 pandemic, there’s been plenty of speculation about the future of retirement planning and how advisors and clients can preserve their assets against market declines and uncertainty.

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Pandemic Provides Opportunity to Rebalance Client Communication

401KSpecialst
Jun 09, 2020

According to a recent survey conducted by The American College of Financial Services, as the COVID-19 pandemic wears on, financial advisors are fielding many more calls

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The Annuity Puzzle: Other Issues Impacting the Annuity Decision

Forbes
Jun 09, 2020

Many economists and financial professionals often express confusion at why clients approaching retirement don’t take advantage of the guaranteed income that annuity products offer.

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Tax Planning is a Hot Topic Amid a Pandemic and a Looming Election

InvestmentNews
Jun 01, 2020

In the last installment of The American College of Financial Services’ webcast series "Financial Planning During COVID-19," faculty members at The College and leading experts in tax and retirement planning discussed financial

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Finke, Blanchett on 4% Rule: Retirement Success is Flexibility, Not Fixation

ThinkAdvisor
May 29, 2020

As the COVID-19 pandemic continues to play havoc with the economy, retirement for many people is getting to be a dicey proposition.

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