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Who’s Responsible for Your Parents’ Nursing Home Cost? It’s Not Who You Think

Long-term care planning often carries significant negative associations. Most people don’t want to plan for a time when they are incapacitated and require constant care, and the dramatic increases in the cost of long-term care insurance have made this type of planning shockingly expensive for many clients.

62% of Americans Are Confident About Their Current Financial Health, but a Majority Lack Confidence in Their Retirement Future

While 62% of Americans are confident about their current financial health, a majority lack confidence in their retirement future still, only 18% have created a comprehensive written plan for retirement.

Planning helps people feel better: 49% who have a retirement plan in place say they feel “In control." 

How Annuities Improve Retirement Outcomes

The simulations have been run and the numbers have been crunched: annuities help improve retirement outcomes compared to investments alone. This is according to new research commissioned by Principal Financial Group® and conducted by Michael Finke, Ph.D., CFP®, and Wade Pfau, Ph.D., CFP®.

Financial Wellness Programs Foster a Thriving Workforce

Across generations, all employees agree that ‘personal finances’ is their number one source of stress.

Avoiding Retirement Woes

How to Avoid Retirement Woes

More Financial Missteps

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

Easy Ways to Financial Health

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

Nearly one third of US employees have dipped into their retirement accounts

Here’s a statistic that wouldn’t surprise many of your colleagues: 49% of US workers are living paycheck to paycheck, according to this year’s MetLife survey on trends in employee benefits.

Why women will fall short in retirement, even if they wait until age 67

Women hoping to retire by age 67 face a tough choice: sock away more cash now or delay retirement even further.

Those were the findings from a recent survey by Aon. The retirement consulting firm analyzed the 2017 records of 1.3 million individual savers, along with data from the Bureau of Labor Statistics.

A Quarter of Taxpayers Don't Know the Tax Filing Deadline

A majority of Americans are still in the dark on key changes to tax rules, and are worried about the impact of the government shutdown.

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