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.

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Retirement Income Planning

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. 

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Retirement Income Planning

Helping clients understand the financial benefits of marriage

Merging two individuals' incomes, assets, and liabilities into one shared financial picture through marriage can be both exciting and overwhelming, which is why having a solid financial plan in place is crucial. From careful financial planning before the big day to maximizing tax and other benefits, we’ll explore how marriage can impact your clients' financial futures.