In June, 24 services companies, including AIG, Jackson, Lincoln Financial, Prudential and TIAA, came together to form the Alliance for Lifetime Income, an organization that aims to educate consumers and refocus the national retirement discussion […]

How To Withdraw Money From Your Retirement Accounts in the Most Tax-Efficient Manner Generating Income in Retirement: Rethinking Conventional Wisdom When it comes to generating income in retirement, many retirees rely on traditional withdrawal strategies. […]

How much do you need to save for retirement? It depends on where you live. If you’re saving for retirement in Japan or the United Kingdom, we have good news for you. You need only […]

What do the midterm election results mean for your retirement? Not much say two experts – Richard Rosso, director of financial planning at Clarity Financial and Bob Frick, an economist at Navy Federal Credit Union […]

Tim Atwill, the head of investment strategy with Parametric Portfolio Associates, an investment adviser and majority-owned subsidiary of Eaton Vance Corp., explains the strategy behind the Parametric Dividend Income Investor (EAPDX) fund. That fund seeks […]

The role of a family business in wealth creation for high net worth families is well known. Less well understood is the role it plays in wealth management for these same families. In this podcast, […]

Near-retirees still have a lot to learn about Social Security retirement benefits and may be leaving money on the table according to a new poll released by Massachusetts Mutual Life Insurance Company. Nearly half (47 […]

Becca Craig joins Finstream’s Bob Powell to discuss how to protect your pets in estate planning. Pet ownership is a significant financial commitment. Learn how wealth advisors factor these family members into long-term financial planning. Robert Powell sits down with Becca Craig, a wealth advisor at Focus Partners Wealth, to discuss the intersection of personal finance and pet care. With 97% of pet owners in the US viewing their animals as family, understanding the associated costs is essential for accurate budgeting and retirement planning. We examine why treating your pet like a family member requires specific financial adjustments. Becca shares her own experience as a pet owner, detailing how she manages expenses for her two cats, Godric. This discussion provides practical insights for anyone looking to balance the emotional joy of animal companionship with responsible wealth management. Whether you are creating a new budget or adjusting your estate plans, these pet care tips help ensure your financial health remains stable. Subscribe to FinStream.tv for weekly financial planning breakdowns, and let us know in the comments how you budget for your pets.

The Caregiver’s Financial Blind Spot: Why Protecting Your Future Is Part of Caring for Theirs By Sandra D. Adams, CFP® Most caregivers don’t wake up one morning and decide to become caregivers. Instead, it happens […]

Social Security is heading toward a critical deadline: without action, the Trust Funds are projected to run dry by 2032, triggering an automatic 22% benefit cut that could cost a typical retired couple roughly $18,500 a year. In this conversation, Brett Loper, Executive Vice President for Policy at the Peter G. Peterson Foundation, breaks down what’s driving the shortfall—an aging population and a worker-to-retiree ratio falling from 4-to-1 to just over 2-to-1—and why the program’s original design is under strain. Drawing on the successful 1983 Greenspan Commission fix, Loper explains how the challenge can be solved with practical, bipartisan solutions.