Financial planning news from around the web: March 13 – 17, 2017

Written on Mar 17, 2017

2 tax credits retirement savers probably don’t know about
Advisors who are working with younger clients or those with lower income levels should talk with them to make sure the Retirement Savings Contributions Credit, or Saver’s Credit, is on their radar.

Retirement questions, answered: What those who are off-track should know
Americans are collectively $7.7 trillion short of where they should be with their savings. Here, are a few basic concepts that come up frequently with clients who aren’t on-track.

Sallie Krawcheck says now is the time for investing equality
The former CEO of Citigroup's wealth management business runs a robo-advisor aimed at women.

Why wealthy clients feel poor when they approach retirement
How advisers can help overcome their irrational expectations, with help from Maslow's hierarchy of needs.

Tech Corner - How to block a number on any phone
Whether you have an iPhone, Android smartphone, or Windows device, here's how to block annoying calls and texts.

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