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Why Financial Advisors Are Updating Retirement Advice. Here's What It Means for You
Yahoo Financeยท 2025-12-08 22:51
alvaro gonzalez / Getty Images One advisor said clients are looking for tax efficiencies, such as income-producing, tax-deferred accounts. Key Takeaways Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and economic uncertainty, according to a new report from Alliance for Lifetime Income. Financial advisors are changing their recommendations based on inflation, Social Security and Medicare uncertainty, and cost-of-living concerns. Ad ...