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The Keys to Help Women Build Retirement Strategies

An Athene marketing and communications expert shares insight on how to change the conversation to better help women with their unique retirement challenges.

This Retirement Income Planning Tool Never Gets Old

This simple, commonsense approach gets clients focused on two kinds of spending and two types of income so they better understand planning.

Opting in to Private Real Estate Investing During Uncertain Times

The case for an opportunistic approach to private real estate investing amid volatile markets.

Women Helping Women Grow (and Give!) Their Wealth

In a melding of the minds, these female financial advisors encourage and educate other women (and men) to expand their financial clout while making a difference in the world.
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Uncertainty and the Cost of Waiting

It's risky to park client money in a six-month CD betting that interest rates will rise, says Matt DiGangi of MassMutual. He offers a different strategy. (Sponsored)

The Cost of Waiting

Uncertainty may lead to a wait-and-see investment strategy.

Can Private CRE Improve 60/40 Portfolio Returns?

Three examples illustrate the effects of adding varying amounts of private real estate to a traditional portfolio.

Steer Clear of High-Debt CRE Projects — Except in Two Scenarios

Here’s what you need to know about rising interest rates and their impact on investment returns.

What’s Up with Fixed Annuities?

Sales of fixed annuities have skyrocketed. New research sheds light on why that is happening and how they help clients in volatile markets.

POAs and Cognitive Decline: Tips for Contingency Planning

Financial advisors have various tools to help clients address cognitive decline before it’s too late.

Building a Private Real Estate Investment Ladder

Some strategies for staggering CD investments are useful in building a "vintage-year" diversification program for private real estate.

Connecting with Your Next Generation Retiree Clients about Long-Term Care Planning

The MIT AgeLab and MassMutual are collaborating to understand retirees' perceptions, language, emotions, and interests related to funding long-term care.

Latest News

DOL Must Create Retirement Plan Lost and Found

One of the many provisions of Secure Act 2.0 is for the DOL to create a "lost and found" for retirement accounts.

New EP Wealth Scholarship Honors Trailblazing Advisor

The Ballou/EP Wealth scholarship program will support underrepresented groups pursuing CFP certification.

Nationwide: Most Women Think Recession Is Here or Imminent

Close to two-thirds of women believe the United States is in a financial crisis or approaching one, says a Nationwide survey.

Gender Parity Will Take More Than 5 Generations: WEF

An index on women's financial health compiled by Ellevest shows that women in the United States are in their worst financial shape since 2018.

CFP Board, RIA Team Up to Offer Scholarship

The scholarship is intended to encourage students from underrepresented populations to enter the profession.

Retirees May Finally Recoup Losses from Stanford Financial Scheme

TD Bank has agreed to pay $1.2 billion to settle claims arising from the giant Stanford Financial Ponzi scheme, which erupted 14 years ago.

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