Viewpoints about Longevity
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Five factors to consider for relocating for retirement
If you’re thinking of relocating for retirement, consider these five factors for your checklist.
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Does income replacement really measure retirement readiness?
Income replacement ratios can make appropriate benchmarks for 401(k) plan decision-makers, but participants might want to use a more personalized measure in planning for retirement.
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Financing longevity: how saving for retirement has gotten harder
Increasing longevity has more people over age 50 reaching out for help than ever.¹ Financial professionals should be prepared to help preretirees plan economic uncertainty into their retirement saving and investment strategies.
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Three investor trends that could fuel the evolution of the financial professional
These three investor trends could redefine the role financial professionals play and the services they provide in the years and decades ahead.
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How to serve a growing market of women investors
Women and men, Venus and Mars—there will always be differences. Financial professionals who want to serve women investors need to understand some of the differences—and what that means for their service and recruitment strategies.
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About target-date fund glide paths—a key to asset allocation in a 401(k)
A glide path is the investment blueprint that a target-date funds uses to adjust its investments according to how close the investor is to retirement. Understanding how they work is crucial to being able to make decisions on your plan’s investment lineup. Here are some of the details you need to know.
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Women and retirement savings—three challenges that hinder success
Unique financial and lifestyle issues hinder women’s efforts to save for retirement. Learn what they are and ways to help close the retirement savings gap.
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