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Loring Ward Blog (36 Results)

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August 23, 2019
Why Dismissing Social Security in Your Retirement Plan Is a Mistake

By Jarrett Simpson

When the subject of Social Security comes up during retirement planning conversations, both younger and older investors often greet it with a healthy dose of cynicism. Such discussions tend to in... Read more

Financial Planning / Retirement

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May 23, 2019
Planning a Successful and Meaningful Life in Retirement

By Larry Swedroe

While about 10,000 Americans retire daily, most people seem to spend less time planning for retirement than they do for vacation. According to a 2016 survey by GoBankingRates, the result is that... Read more

Retirement

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February 15, 2019
What Does It Mean To Have Enough? It’s Up To You.

By Tim Maurer

How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitr... Read more

Retirement

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December 7, 2018
Who’s on Your Expert Team?

By Vince Crivello

Like many people in the U.S., I’m part of the sandwich generation, which the Pew Research Center defines as adults aged 40-59 sandwiched between parents who are older than 65 and their minor chil... Read more

Practice Management

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October 18, 2018
Why (Prudent) Spending Rates Matter More Than Savings Rates

By Michael Kitces

The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more... Read more

Retirement

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September 26, 2018
7 Retirement Planning Challenges That Focus on Your Life

By Heather Hooper

A version of this blog is featured in the fall issue of our 360 Insights Quarterly Client Newsletter. While one of the most obvious challenges in retirement is not running out of money, there are... Read more

Retirement

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September 5, 2018
Your Clients Are Someone Else’s Prospects

By Heather Hooper

Knock, knock. Who’s there? Someone soliciting the retirement plan relationships that you manage … For advisors with current retirement plan relationships on the books, it’s good to note that fres... Read more

Retirement

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July 31, 2018
The Hierarchy of Tax-Preferenced Savings Vehicles for High-Income Earners

By Michael Kitces

The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more

Financial Planning

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March 28, 2018
Retirement Planning: Keep the Focus on These 5 Themes

By Heather Hooper

Retirement is top of mind for your clients but are they thinking about the right areas that will direct their journey? Most dictionary definitions of retirement focus on withdrawing, retreating,... Read more

Retirement

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February 22, 2018
Before and After the Death of a Spouse — What Can Advisors Do to Help?

By Heather Hooper

When someone close to you dies, it can be hard to fathom anything beyond the anguished devastation — as grief is an incredibly demanding partner. In particular, the death of a spouse brings about... Read more

Retirement

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