Finding a retirement financial advisor will require you to evaluate key traits and qualifications that align with your goals. This means looking for advisors who specialize in retirement planning, ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Hands down, the number one driver sending clients looking for a financial advisor is retirement planning. Some 52.39% of clients say that’s their intention, while only 34.04% say they are looking just ...

LIMRA’s 2023 Retirement Investors Survey shows that ongoing guidance from financial advisors remains essential as Americans approach and enter retirement. Changes in the way retirees generate income ...

We often feel like we’re navigating a complex maze without a clear map when it comes to financial decisions. Many people feel overwhelmed with tax laws, optimizing Social Security benefits, making ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

Longevity calculators can give more-personalized estimates on how many years your savings may need to last.

How Much Can Clients Spend in Retirement? The retirement landscape has changed dramatically over the past several decades. Affluent retirees are living longer, and traditional pensions have declined ...

Retiring with a mortgage is no longer an anomaly. As a result, advisors are recognizing that a well-structured financial plan ...

Erosion of purchasing power: Inflation reduces what fixed income sources deliver in real terms, meaning retirees may need more savings than initially planned. Healthcare cost inflation: Medical ...

That's why Utah-based retirement planning firm B.O.S.S. Retirement Solutions has released a new report, "5 smart ways to grow ...