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

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

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

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

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

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

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

By Meir Statman

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  Richard Thaler was recently honored with the Nobel Prize in Economics for his pioneering work in h... Read more

Behavioral Finance

By Barry LaValley

Last month we talked about the challenge that many advisors are facing as they look at their own retirements.  Think about this: much of your career has focused on helping clients accumulate for... Read more

Practice Management / Retirement