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.
With the prospect of higher taxes in the future, there lies an important question of what higher tax rates will look like and who will be impacted. While there is a long way to go between now and the passage of any major tax legislation, initial indications seem to be positive for most retirees.
COVID-19 is disproportionately affecting women across America – from high unemployment to additional caregiving responsibilities. Recent data helps identify specific impacts to women and their retirement due to the global pandemic, as well as the role financial professionals can play in providing support and adding value for their female clients.
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.
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