Women seek retirement confidence after COVID setbacks Financial professionals can help their women clients find opportunities to build their retirement confidence. Client outcomes January 12, 2022 client relationshipswomen in retirement
Women investors’ economic concerns: How financial professionals can help Nationwide’s eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute, provided plenty of insight into the current concerns of women investors. Client outcomes March 6, 2023 client relationshipsretirement planningwomen in retirement
Struggling Female Retirement Plan Participants Looking to Plan Sponsors for Help The impacts of high inflation and market volatility have led to more women making the difficult decision to delay their retirement. Client outcomes January 10, 2023 client relationshipsinvesting strategiesretirement planningwomen in retirement
Market volatility shouldn’t derail retirement goals Near-retirees need financial plans built to withstand market swings just before retirement. Capital Market Impact December 7, 2022 investing strategiesmarket commentaryretirement planning
Long-term Care, the Double-Edged Sword for Women in 2022 With advanced thought and planning, help them ease financial challenges they may face as caregivers. Client outcomes May 23, 2022 Long-term careretirement planningwomen in retirement
Women can close the financial planning gap with help from advisors The pandemic has impacted how women view their financial future. Client outcomes February 4, 2021 client relationshipsretirement planningwomen in retirement
Social Security: Knowledge gaps and funding concerns open the door to deeper discussions After ten years of survey results, the importance of working with a trusted financial professional to make social security decisions is clearer than ever. Client outcomes August 22, 2023 retirement incomeretirement planningSocial Security
AI’s impact on longevity risk: Can clients afford it? AI is poised to help us live longer, healthier lives. Can clients afford it? Client outcomes July 28, 2023 client relationshipsinvesting strategiesretirement incomeretirement planning
Financing Childhood: What financial professionals need to know to help clients raise children Help clients prepare for the costs of raising a child Client outcomes May 18, 2023 income planningretirement planning
Help clients prepare for a pending recession Keep clients on track toward their financial goals, especially in times of recession or market upheaval. Capital Market Impact March 1, 2023 investing strategiesmarket commentaryrecession