Best of The Long View 2023: Financial Planning and Retirement
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
Source: morningstar.com
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Interest rate on retail credit cards hits 30% as holiday shopping season starts
Tempted to use that store credit card on holiday purchases? Don't, unless you immediately pay off the balance. Otherwise, consumers are looking at 30% interest – or more.
Source: sunjournal.com
Retail credit cards hit 30% APR as holiday shopping season starts
Tempted to use that store credit card on holiday purchases? Don't, unless you immediately pay off the balance. Otherwise, consumers are looking at 30% interest – or more.
Source: pressherald.com
With Retirement-Spending Plans, the Odds Are Stacked in the Investor's Favor
Today’s investment forecasts have a conservative slant.
Source: morningstar.com
The latest in financial #AdvisorTech — June 2023
The June 2023 issue of the latest in financial #AdvisorTech includes Riskalyze's rebranding and InvestCloud's executive exodus.
Source: investmentnews.com
Income Lab Debuts Retirement Stress Test Tool
The tool includes the option to run plans through real-life historical scenarios.
Source: wealthmanagement.com
How Does a Bear Market Affect In-Retirement Withdrawal Rates?
Withdrawal-rate decisions are not a one-and-done choice.
Source: morningstar.com
With Retirement-Spending Plans, the Odds Are Stacked in the Investor's Favor
Today’s investment forecasts have a conservative slant.
Source: morningstar.com
Michael Kitces: Does Portfolio Customization Pay Off?
The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.
Source: morningstar.com
Income Lab Launches Life Hub, a Next-Gen, Interactive Retirement Planning Tool for Financial Advisors
/PRNewswire/ -- Income Laboratory, Inc. (Income Lab), the only provider of software for truly dynamic retirement income planning, today introduced Life Hub, a...
Source: prnewswire.com