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.
- Client Life Events
Even if a child has as little as $1 in college savings, he or she is two and half times more likely to graduate from college than a child with no savings. Fortunately, parents can contribute to help students earn their degree in a variety of ways.
Sudden retirees are typically forced to make decisions before they feel ready to do so. If you are fortunate enough to exercise some control over when you will retire, you have an advantage over sudden retirees.
After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.
American Funds provides resources to answer common client concerns and demonstrate how a 529 plan can help your clients pursue their college-savings goals.
As the gig economy grows, more workers find themselves juggling their finances as they build their own businesses. Planning and discipline can help them achieve financial security as they pursue their dreams.