Financial information online: The good, the bad, and the just wrong
Our latest Advisor Authority survey discovered many investors have come across misleading financial information online and acted upon it. View more insights from the survey.
Retirement Income Planning
At Nationwide Financial, we know that there is no onesize- fits-all retirement plan. Finding the right plan for each of your clients depends on factors such as their savings, expenses, health, family and values. Help improve your clients’ retirement readiness by staying up to date on the latest financial news and tax information.
Planning for lifetime income with annuities
Annuities are designed to help you grow your retirement income and protect you from outliving it. In return for your investment with an insurance company, you receive income in the form of regular payments through annuitization or a guaranteed lifetime income benefit that is available for an additional cost. There are many reasons why your client may want to purchase an annuity—and there are various kinds with unique benefits and drawbacks.
The benefits of charitable contributions: a guide for financial professionals
Charitable contributions are donations made to qualified tax-exempt organizations, such as charities and non-profit entities. These contributions can take the form of cash, assets, or property and can offer significant financial advantages for your clients.
Student debt and retirement: 6 tips to help guide clients toward financial stability
It’s no secret that many Americans are struggling with student loan debt. And while many assume it’s only younger people who are concerned, older generations are also feeling burdened with the resumption of payments. A new survey by the Nationwide Retirement Institute® finds that even seasoned employees are experiencing significant financial pressures due to the resumption of student loan payments that resumed on October 1st.
Extraordinary Conversation: Addressing the long-term care challenge
In a recent survey conducted by Nationwide and LIMRA, many Americans indicated they have long-term care coverage when they don’t. Some mistakenly view long-term disability insurance as something that will cover long-term care needs, and others erroneously assume their health insurance or Medicare will fill this gap.
Help clients keep financially focused during an election year
Our recent survey found that many investors are connecting their portfolio performance and financial well-being to the outcome of the next presidential and congressional elections. View the insights here.
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