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How to help clients maximize Medicare and Social Security benefits

WebFor 2023, the benefit is the sum of these bend-point calculations: 90 percent of the first $1,115 of averaged indexed monthly earnings. 32 percent of earnings …

Actived: 7 days ago

URL: https://blog.nationwidefinancial.com/client-outcomes/retirement-income-planning/how-to-help-clients-maximize-medicare-and-social-security-benefits/

Why retirees still need to plan for healthcare costs

WebKey Takeaways: Rising healthcare costs are a top worry among retirees and will still account for a sizable portion of their budgets. Over time, the Inflation Reduction …

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How healthy are U.S. consumers right now

WebAugust 23, 2023. By Mark Hackett. Consumer spending is the engine of the U.S. economy, so the consumer’s health matters to financial markets. This year, consumers have …

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Navigating Finances After Loss: A Comprehensive Guide for Widows

WebTo be eligible for Social Security survivor benefits, the widow must be at least 60 years old, or 50 years old and disabled. 5 Benefits can be claimed as early as age 60 …

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Helping self-employed and gig-worker clients save for retirement

WebKey Takeaways: In 2021, nearly 16% of Americans had at some point earned money from an online gig platform. Solo 401(k) accounts, Health Savings …

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Help clients plan for health care costs in retirement

WebMethodology: The 2023 NRI Healthcare survey was conducted online in the United States by The Harris Poll on behalf of Nationwide among 1,260 adults age 18+ …

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One thing to tell your clients about long-term care coverage

WebOne thing to tell your clients about long-term care coverage. February 13, 2024. By Advisor Advocate Editorial Team. Key Takeaways: When discussing LTC …

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Money management and savings tips for freelancers

WebKey Takeaways: It’s estimated that by 2027, freelancers will make up over 50% of the U.S. workforce. Freelance and gig work clients often face unpredictable …

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How to use in-plan protected income solutions to improve …

WebEdelman Data and Intelligence (DXI) conducted a national online survey of n=600 US retirement plan sponsors and n=1,200 US retirement plan participants on …

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Extraordinary Conversation: Addressing the long-term care …

WebIn this Extraordinary Conversation, Dave and Holly touch on the following topics: How new technology, including AI and robotics, might change the way we …

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How to have “The Talk” with clients about estate planning

WebEstate planning can be a difficult conversation, but you can start by educating clients on the benefits and asking key questions. You can help clients by including family …

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Financial benefits of marriage

WebConclusion. One of the obvious benefits of marriage is being able to share financial responsibilities and pool resources with a partner. Simply splitting day-to-day …

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Retirement Income Planning

WebAt 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 …

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Retirement advice from 65-year-olds can help your clients’ …

WebThe average amount of debt carried by the 60-65-year-olds we surveyed (both retired and not retired) was over $70,000, and 80% of survey respondents said this …

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The Importance of Layoff Preparation

WebThe importance of layoff preparation for your clients. June 29, 2023. By Advisor Advocate Editorial Team. Key Takeaways: To prepare for a layoff, your clients …

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Is Big Tech’s dominance over

WebOne way to examine changing trends in stock market performance is to analyze sector weighting changes for the S&P 500® Index. These recurring shifts in the …

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6 tips to give your clients on investing their tax return

WebThis material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular …

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Women investors’ economic concerns: How financial professionals …

WebThroughout March, Nationwide is highlighting the unique perspectives of women investors, particularly those approaching retirement, and the opportunities for …

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Help clients keep financially focused during an election year

WebOver half of financial advisors (56%) believe staying the course and not changing their clients’ investment strategies is the best course of action in an election …

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