Children/College Savings
Investor Education: Learn About Saving for College
Use this practical guide to help your clients learn about the cost of sending a child to college and the many savings and tuition-payment options available.
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Disability/Long-Term Care
Investor Education: Learn About Caring For an Elderly Parent
This guide helps clients manage common eldercare challenges and become familiar with care options. It also includes a list of websites clients can use to make informed eldercare decisions.
Retirement/Estate Planning
Less Than 40% of Workers Feel Their Retirement Savings Are on Track
A recent Federal Reserve Board study shows that less than half of non-retired adults feel confident about their retirement savings.
Employer Benefits
How America Saves 2018
The 17th edition of How America Saves is here! Developed by long-tenured experts, our innovative and forward-looking research draws on technical knowledge for real-world insights on the challenges your clients may be facing.
Children/College Savings
How Do Summer Jobs Affect 529s and Financial Aid?
Your teen’s summer gig can prepare them for the future — and help them save for college.
Children/College Savings
What Can a 529 Be Used For? More Than You May Think
What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think.
Retirement/Estate Planning
Current Retirees Have Greater Confidence Than Workers in Retirement Plans
Compared with workers, current retirees have greater confidence in their ability to live comfortably in retirement, according to the 2018 edition of the annual Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI).
Retirement/Estate Planning
Retirement Mind Shifts: Be Prepared So You Can Change Your Mind
Recent research suggests that many individuals experience a mind shift as they approach retirement, resulting in a retirement earlier than planned and no transition period.
Children/College Savings
Have College-Bound Kids? It’s Time for Some Major April Decisions.
This month brings two major financial decisions that can impact the lives of parents and children for decades. It’s time for graduating high school seniors to select where they will be going to college, and for parents to decide what to do with their tax refunds.
Retirement/Estate Planning
How Does the Federal Budget Act Affect Retirement Plans?
The Bipartisan Budget Act of 2018 will affect hardship distributions, multiemployer plans and income tax returns for individuals over 65.
Retirement/Estate Planning
Spending in Retirement…or Not?
Something unexpected has been the shared experience for our most recent generation of retirees. The vast majority haven't been spending their retirement savings—leaving nest eggs mostly untouched and living on ready sources of income instead. However, future retirees may be less fortunate.
Retirement/Estate Planning
Managing Retirement Income Through Economic and Market Cycles
This paper presents five decision rules designed to help advisors and clients deal with the uncontrollable variables of market performance and inflation during the retirement asset distribution phase.