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Financial planning news from around the web: Feb. 25 – March 1, 2019

Written on Feb 28, 2019

In case you missed them, here are some recent interesting financial planning news items from around the web.

Here's how to prepare your heirs for the $68 trillion 'great wealth transfer'

Baby boomers are set to pass to their children a mind-boggling $68 trillion — the biggest generational wealth transfer ever. Much of that wealth is held in individual retirement accounts. Any mistakes in the transfer of those funds can result in a big tax bite out of that inheritance.

When investment returns are higher than expected

Higher-than-expected investment returns early in retirement can lead to excess wealth. Advisers and clients should plan for this possibility and embrace a dynamic spending strategy to take advantage of favorable returns.

Can a controversial medical training practice aid planning industry?

Wealth management has been plagued by a longstanding problem: the dearth of on-the-job work and training opportunities for aspiring independent planners straight out of college or certificate programs. Might medicine have the prescription?

Six strategies for planning for health-related expenses before retirement

Planning for health care as we age can be worrisome: It’s impossible to be certain how much and what kind of expenses will be incurred, and health care costs continue to rise. With the right planning strategies, you can help your clients head into retirement feeling financially secure.

Tech Corner – How to Block Robotexts and Spam Messages

Robotexts and junk messages are a fact of life, but that doesn't mean you have to put up with them. Here's how to block spam text messages.

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