Ask an advisor: How should I counsel my politically pessimistic clients?
A financial planner's clients doubt they'll ever retire. How can he get them to save anyway?
Source: financial-planning.com
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Scams against retirees soared to 'crisis' levels in 2022
Americans lost 30% more money to scams last year than in 2021. And the biggest losses were from seniors.
Source: benefitnews.com
Scams against retirees soared to 'crisis' levels in 2022
Americans lost 30% more money to scams last year than in 2021. And the biggest losses were from seniors.
Source: financial-planning.com
As prices rise, more retirees are moving to other states
Hundreds of thousands of Americans moved to a new state last year as they began their retirement. Here's where they went — and why.
Source: financial-planning.com
More Clients May Be Seeking a New Advisor Post-Pandemic
Around one in four of them have either thought about switching or switched financial advisors in the last three years, a YCharts survey found.
Source: wealthmanagement.com