WealthManagement.com
Home > Mark Miller

Mark Miller

Mark Miller is a jouranlist and author who writes about trends in retirement and aging. He is a columnist for Reuters and also contributes to Morningstar and the AARP magazine. Mark is the author of The Hard Times Guide to Retirement Security: Practical Strategies for Money, Work and Living. He edits RetirementRevised.com.

Articles by Mark Miller
REFILE-Retirement healthcare costs decline: Fidelity 

By Mark Miller

CHICAGO, May 15 (Reuters) - Healthcare costs put a big squeeze on retiree pocketbooks, but the grip may be relaxing a bit.

Generational Dependence: Helping Clients Cope 
A growing number of families are supporting both adult children and aging parents—forcing financial advisors to rewrite their clients’ playbook. Here’s how.
Retirement and Health Care: Bad Rx
You and your clients are likely underestimating how much will be spent on health care during retirement. Here’s how to predict the costs.
Testing Two Retirement “Truisms”
The consequences of living longer and a fragile social security system on real world retirement plans are more significant than you think.
What’s a Safe Withdrawal Rate in Retirement?
What’s a safe withdrawal rate in retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number.
Here Come the Boomer Biz Owners
There are 12 million baby boomer business owners, and they’re about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
How Much Insurance Do Retirees Need?
Usually more than they have now. Under-insurance is an especially acute problem with retired and pre-retirement clients.
Planners Now Regard Affluent Gay and Lesbian Clients as an Important Growth Market But It’s a Time of Rapid Change.
Financial planners see affluent gay and lesbian clients as an important growth market. But the LGBT community faces unique financial planning challenges – and the ground is shifting rapidly, especially where same-sex couples are concerned.
Lawsuit Settlement Is a Game-Changer for Long-Term Care Coverage
Medicare recipients will find it easier to get coverage.
Playing Health Insurance Roulette
Most seniors will likely need some long-term care at some point. Here’s how to plan for that.
Helping Clients with Medicare Plan Shopping - a Missed Opportunity for Many Advisors
Are you gearing up to help your retired clients with the annual autumn chore of shopping Medicare plans?
Advisors, plan sponsors falling short on Social Security advice
Most Americans need help when it comes to understanding how to get the most out of their Social Security benefits. But a new study shows that financial advisors aren't very knowledgeable about the ins and outs of the program, either.
Reverse Mortgage Madness
Tapping home equity looks tempting for retired clients, but don't bet the house on it.
Should Your Retiree Take the Lump Sum? Or Go with a “Pension Annuity?”
Leon LaBrecque is one busy financial planner; meeting non-stop this summer with retirees from Ford Motor Co. and General Motors to help guide them through one of the most important financial decisions of their lives: whether to accept a lump sum buyout of their pensions.
Who's Got the Best Annuity Deal in Town?
If you've got a client in the market for an income annuity, there's no need to shop around. The best deal going – hands down – comes from an unexpected source: Social Security.
Hot Topics

Trusts & Estates Plus
RIAs
IBDs
Wirehouse
Estate Planning
Photo Galleries
Advisor Trend Monitor
The Advisor Forums
AdvisorBenchmarking
Resource Network
Latest Forums Topics

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/forums-graphic.jpg

"Do firms check U5's when hiring?"

Read More

More Topics

Insurance vs. Investment

Hey I just quit my job as an assistant to an FA (long story...) Was thinking of going into the insurance side, and then use it as a leverage to get in the training program of a canadian bank on the investment side. I talked to insurance agents at my old firm, commission seem to be comparable  and the market larger yet it seems the investment side attracts far more applicants.  So what made you choose insurance over invesment?  Did anyone make the transition from insurance to getting investment-liscenced properly?...More

Need sales based app for daily Management

Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..     thanks steve...More
Retirement Planning Snapshot

The Numbers Behind Social Security

Click for More
Most Recent Blogs & Columns
May 23, 2013
blog

Why I’m Bullish And We Are Not In a Bubble

Perma bears are not seeing the big picture. Now is not the time to predict the economic apocalypse or “aftershocks," according to New Constructs' founder David Trainer. Investors need to beware of those selling doom and gloom....More
May 22, 2013
blog

Outgrowing Wall Street?

Are advisors outgrowing Wall Street? A new Cerulli report on the rise of the “boutique” seems to suggest that many are....More

Browse Blogs Browse Columns
Market Data

Financial Services Company Watch List

Market index values delayed 15 min

Newsletter Signup

Connect With Us
WealthManagement.com

Copyright © 2013 Penton Media, Inc