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Black caregivers have been vital for their families throughout the pandemic, but they’ve experienced a heavy toll—physically, emotionally and financially. Many now have a new sense of urgency to discuss long-term care planning with family members
Women investors are more concerned and less prepared about their financial future, mainly due to the pandemic. But our latest Advisor Authority study also shows more women are working with financial advisors than they were five years ago.
Now that the Pandora’s Box of pandemics has been opened, the twist and turns in long-term care (LTC) that were experienced in 2020, due primarily to COVID-19, may impact people’s future LTC decisions for many years to come.
The proposed Retirement Security and Savings Act—also known as SECURE Act 2.0—includes changes that would help workers on the journey to financial wellness. Read how we’re supporting new legislation that would enhance opportunities to live and save for in retirement.
A new Nationwide Retirement Institute survey examines how Americans are thinking about and planning for health care costs in retirement, and what they may or may not be doing now to set themselves up for a more secure retirement. Watch an Extraordinary Conversation featuring John Carter, President of Nationwide Financial, Kristi Rodriguez, Senior Vice President of Nationwide Retirement Institute, and Ramsey Alwin, CEO of the National Council on Aging, discussing the survey data and its implications for Americans planning for health care in retirement.
Planning for healthcare in retirement is likely one of your clients’ top concerns. Medicare planning is a crucial component of that healthcare and consequently should be a critical part of any comprehensive retirement income plan. Providing your clients this valuable insight will demonstrate your value and distinguish your practice in a crowded marketplace.
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