Retirement planning tips in the time of coronavirus
Clients are advised to keep some of their savings in cash and focus on their long-term prospects.
Asset allocations
Will your clients be forced to claim Social Security early?
Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.
When retirement expectations meet reality
Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.
Retirement scan: Do young employees need bonds?
One expert agrees that investors in their 20s don't need to worry too much about bonds, but in some situations a fixed-income "sliver" may make sense.
Retirement scan: Do young employees need bonds
One expert agrees that investors in their 20s don't need to worry too much about bonds, but in some situations a fixed-income "sliver" may make sense.
