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A year-end review checklist should include a beneficiary audit

Does your year-end review checklist include a beneficiary audit? There are a few common beneficiary designation mistakes you should avoid.

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Retirement: The Road to Readiness Managing the seven risks to retirement income

Retirement income planning has changed drastically over the last three decades. Most Americans could safely rely on Social Security and a pension to provide the income they needed in retirement.  That’s no longer the case.

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Financial Wellness: Prepared for Life?Paying for College: A Practical Guide for Families

How can you help your clients make informed decisions about assembling financial aid packages that are right for their individual circumstances? Start with a guide that's particularly useful for parents knocking on college’s door as they try to figure out how to actually pay the bill.

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Living Longer: To 100 and BeyondThe Behavior Behind Living Longer

Modern medicine, overprotective parents, smoking laws and salads could be just a few of the reasons why Americans are living longer than ever. So why is it difficult for clients to imagine themselves—and their financial needs—at 80 or 90 or beyond?

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Investing for Outcomes: Markets & MegatrendsPerspectives on volatility: Three investment strategies for volatile markets

Last year’s market volatility has given way to this year’s market uncertainty, leaving many investors wondering what they can do to help insulate their portfolios from ongoing volatility.

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Clarity Through Research & Insights

Prudential's original research and thought leadership helps investors, financial professionals, policymakers and the public better understand today's most important financial issues.

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Coverage Before Medicare Early Retirement and the ACA

One impediment to early retirement for some Americans has been the challenge of securing affordable healthcare coverage before Medicare eligibility at age 65. This paper explains how workers can take advantage of new insurance options  through the Affordable Care Act for enhanced late-career flexibility.

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