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From: Financial Advisor Magazine <financialadvisor@fa-mag.com>
Sender: Financial Advisor Magazine <financialadvisor@fa-mag.ccsend.com>
Date: Sat, 10 May 2014 10:36:45 -0400 (EDT)
To: <mainandwall@comcast.net>
ReplyTo: financialadvisor@fa-mag.com
Subject: FA Retirement Planning News
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| | | The Insured Retirement Institute says almost half of boomer women and one in seven Gen X females haven't calculated the amount of money they'll need in retirement.
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After a decade of easy money, the percentage of the elderly still paying off mortgages has soared, says the Consumer Financial Protection Bureau.
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At the CFP Institute annual conference, a Brown Brothers Harriman strategist discusses how advisors and their clients should view risk.
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Early withdrawals -- totaling in the multi-billions -- from retirement plans indicate that the coming retirement crisis could be even more acute than expected.
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For your clients who are 64 going on 65, it's time to have "the Medicare talk."
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Rollovers to IRAs, which increased in 2012, are expected to continue growing as baby boomers retire, says Cerulli Associates.
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Only 32 percent of millennials, 35 percent of Generation Xers and 40 percent of baby boomers said they currently have a financial advisor.
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The bleak retirement picture for many Americans may result in Social Security benefits being eliminated or reduced for the wealthy, say many advisors in a recent survey by Financial Advisor magazine.
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In WalletHub's survey of best and worst, New Hampshire comes out on top.
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The latest plan offerings aim to tackle multiple retirement challenges-often for lower fees.
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