Retirement

Financial security is a concern for 31% respondents who said they feel less well-off than their parents or grandparents, a Nationwide survey found.

Each state was rated on a number of factors in five categories, including affordability, overall well-being, quality and cost of healthcare, weather and crime.

The Senior Citizens League anticipates a 3.2% boost to Social Security in 2024. But will it be enough?

The Lansing, Michigan-based company will handle the required functions on recently originated loans until they are sold in the secondary market.

When finalized, the sections to the Single Family Housing Policy Handbook 4000.1 will replace some 150 Mortgage Letters issued over the years.

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health? So how can the financial planning industry innovate health and wealth management in the post pandemic era? Join Tobias Salinger, Chief Correspondent at Financial Planning as we explore these issues with Maria Elena Lagomasino, CEO & Managing Partner of We Family Offices and Carolyn McClanahan, Founder of Life Planning Partners.

Recent offerings come with lower age-eligibility requirements compared to traditional government-backed home equity conversion mortgages.

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis. This has resulted in new industry standards in terms of how advice and investment products are given. Join Tobias Salinger, Chief Correspondent at Financial Planning as he explores the state of the industry and the trends that will impact wealth management with Erinn Ford, Executive Vice President of Advisor Engagement at Advisor Group and Debra Shannon, Chief Compliance Officer and Co-Founder of Veritas Independent Partners.

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement. Risk management is a crucial part of that plan and how wealth managers can bring value to clients. In this session Michael Moriarty, Chief Investment of Wealthspire and Rick Bookstaber, Founder & Head of Risk of Fabric will discuss how investors and markets are changing and how advisors can position themselves to excel in this new landscape.

Many put aside their own financial planning during the boom year of 2020 and some, as independent contractors, have no retirement savings at all. Here’s why they shouldn’t rely on selling their own companies or client lists to support themselves after they exit the workforce.