Financial Planning Section

Learn about financial planning tools, updates and issues to consider when counseling clients. Follow the latest news on retirement planning, trusts, 401(k)s, and estate planning.

Latest News:

  • Jun 28, 2018

    Survey: Affluent clients worried about health care costs

    Affluent older adults are worried about what health care costs, including long-term care expenses, could do to their carefully laid retirement plans. Yet only about half of those who work with a financial adviser have discussed their fears because they consider health care a personal matter, according to a new survey.
  • Jun 28, 2018

    Financial planning news from around the web: June 25 – 29, 2018

    In case you missed them, here are some recent interesting financial planning news items from around the web, including an update on social security benefits and retirement options for millennials deeply in debt.
  • Jun 13, 2018

    U.S. inflation reaches six-year high, cuts into wages

    U.S. inflation accelerated in May to the fastest pace in more than six years, reinforcing the Federal Reserve’s outlook for gradual interest-rate hikes while eroding wage gains that remain lukewarm despite an 18-year low in unemployment.
  • Jun 13, 2018

    Study: 40% of Americans trust AI for financial advice

    “Americans are more likely to trust AI with their finances than trust it to drive a car (28%), post to social media (28%) or select a wardrobe (26%),” the report from Merrill Edge, which was released last week, says.
  • Jun 13, 2018

    Financial planning news from around the web: June 11 – 15, 2018

    In case you missed them, here are some recent interesting financial planning news items from around the web, including 10 ways to make your firm more attractive to millennial advisers and a definitive guide to special needs financial planning.

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