Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think.
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.
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.
For many advisors, college savings represents an untapped practice-building opportunity. Learn how successful advisors use it to cultivate client interest and build a bigger client base.