Living longer means longer retirement, which means clients may need to reassess their views on risk to meet financial needs.
Dr. Brian Jacobsen, CFA, CFP, is a Senior Investment Strategist with the Wells Fargo Asset Management Multi-Asset Solutions Team.
According to a Wells Fargo retirement survey, 71% of Millennials say they value your financial advice.
According to a Wells Fargo retirement survey, millennials would like to retire at age 59. That presents some challenges.
The U.S. posted a record number of job openings in 2016. In many industries, experienced workers are hard to find, forcing companies to increase salary offers to lure employees away from their current jobs.
Don’t delay saving for retirement or you’ll come to regret it.
In the third quarter of 2016, the Wells Fargo/Gallup Investor and Retirement Optimism Index jumped to its highest level since mid-2007.
Today we have a guest post from Christian Chan, CFA, and Kandarp Acharya, CFA, FRM, portfolio managers of the Wells Fargo Dynamic Target Date Funds.
This week we’re continuing the conversation with ideas for advisors to help clients overcome challenges and attitudes they may have about retirement.
Jon Lagerstedt: This week we’re continuing the conversation with ideas for advisors like you to help overcome challenges and attitudes that your clients may have about retirement. I’m Jon Lagerstedt.
Todd Crawley: And I’m Todd Crawley.
Jon: And this is The Essential Practice. We started this conversation in program 225 talking about a retirement survey Well Fargo commissioned to learn about attitudes clients have about retirement—a lot of great findings within that piece, so we’d encourage our audience to listen to that program. Todd, you’d suggested something advisors might consider, and that’s offering to consult with clients’ children and/or grandchildren on their 401(k)s.