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Channel: to and through retirement – Helping Advisors Blog
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How to help clients assess their current financial health

Research shows that investors who guess at their retirement income needs tend to underestimate, jeopardizing their financial health. In contrast, investors who use an online calculator or work with a...

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Do the math: Precision matters in retirement investing

There’s no doubt about it: retirement planning is complex, with so many factors to consider and so many unknowns that need to be estimated, assumed and forecast. That makes rules of thumb about...

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Smart retirement planning: Factoring in COLAs

A popular lemon-lime flavored soda once adopted an advertising slogan positioning the product as the “uncola.” That slogan was powerful in the 1970s to set the product apart – and can have value for us...

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Retirement planning or spring cleaning: Which would your clients choose?

Engaging clients in disciplined retirement planning can be challenging. So, how about trying a new angle: “If you can voluntarily take on a hard task in one area of your life – you can surely do so in...

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The head and the heart of retirement planning

As financial advisors, we’re well-trained at helping clients prepare financially for retirement. We help them think through details such as how much their retirement is likely to cost, how much to...

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Helping clients balance their heart, mind and portfolio

As investing has become more accessible to – and arguably more necessary for – most Americans, rarely a day goes by where investors don’t encounter some sort of investment information: market...

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It’s different for retired clients: Understanding risk capacity versus risk...

In our just-released Q3 Financial Professional Outlook survey, we discuss how advisors are generating retirement income for clients in or near retirement. Today’s post will cover how advisors allocate...

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New year’s resolution: Employing disciplined investment strategies

The new year often brings ambitious resolutions – often revolving around ways to perfect yourself. Perhaps some of your clients have even shared their resolutions with you. But what if this year you...

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3 Myths of retirement investing

Humans have a long history of accepting misconceptions as facts: the myth that the earth sat at the center of the universe began with the ancient Greeks and endured well into the Middle Ages. Even...

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Your younger clients may be worth more than you (and they) realize

Although Millennials are celebrated as a crucial source of long-term business growth for advisors, some advisors remain skeptical or uncertain about how to balance the fact that younger investors...

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Jump on the bandwagon: National Save for Retirement Week

In the world of investing, jumping on bandwagons is not usually a recipe for success. Buying when everyone is buying can lead to prices being bid up beyond their fundamental value; selling when...

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Investors seeking yield may take on unexpected risk

Current levels of low interest rates Investors seeking to produce income from their portfolios may have a difficult task. Equities are paying dividends in the range of 2.5%.1 A core fixed income...

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Thinking beyond Social Security: Congress creates opportunity for advisors

One part of the Bipartisan Budget Act of 2015 signed into law on November 2, 2015 discontinues the popular “File and Suspend” and “Restricted Application” claiming strategies that allowed married...

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The power of growth after retirement: 15/35/50 Russell’s retirement lifestyle...

It’s common investing wisdom for investors to reduce their portfolio allocation to equities as they age and gradually move to less risky assets—such as bonds. But many think they should be highly...

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A holiday gift to investors from Chairwoman Yellen

On the seven-year anniversary of interest rates near zero percent, the U.S. Federal Reserve finally raised interest rates last week. A scan of financial headlines could easily lead investors to the...

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Helping clients to keep their head out of the clouds

In a world of complex data and an abundance of information, the human brain is hard-wired to seek patterns as a way to simplify and focus on the relevant feeds. The challenge is, in its zeal to find...

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The bespoke approach – taking tax-management to the next level

For many clients, offering a standardized approach to tax-management – such as investing in municipal bonds/funds instead of corporate bonds and using tax-managed funds for equities in non-qualified...

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Going back in time to understand retirement investing today

Retirement (and retirement planning) has changed rapidly over the past few generations. At some level, most investors understand this. But I’d be willing to bet that you’ve had conversations with...

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Reframe & refocus: Seeing the ‘good-side’ of market volatility

Russell Investments’ strategist team is expecting markets to be volatile throughout the remainder of 2016. This can be unnerving for investors because it can make things feel like they are out of...

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The value of expecting the unexpected

Picture this: you’re packing for a five-day vacation. You check the weather report, consider your itinerary and decide to pack a small carry-on suitcase. Easy enough — but what if you didn’t know how...

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