Five Ways to Change Your Clients' Retirement Math
Five Ways to Change Your Clients' Retirement Math
Jun 01, 2012
These basic moves can make a big difference.
Goosing Returns by Reducing Taxes
Goosing Returns by Reducing Taxes
May 31, 2012
Take a look at your clients’ 1040s to show how you can save them real money right now, and in retirement.
Financial Advisors for Romney, but Fear Obama Will Win
May 30, 2012
Surprise! Financial advisors — well, at least 125 surveyed by SEI — say they want Mitt Romney to become the next POTUS. Given that the U.S. is essentially bankrupt (that is, the net present value of the gub’ment’s future promises), I am hardly...
Putnam’s Retirement Calculator Crunches Health Expense Data
Putnam’s Retirement Calculator Crunches Health Expense Data
May 24, 2012
For developers of retirement calculators, it’s something of a Holy Grail: a system that not only helps investors figure out how much they’ll need in their golden years, but adequately factors in health care costs as part of the daunting calcul...
NAPFA Joins a National Marketing Parade for Advisors
May 09, 2012
The National Association of Personal Financial Advisors is climbing aboard the marketing train that is attracting so many other FA organizations looking to broaden their appeal to a national investor audience. The group, in the midst of it...
Saving Retirement with an Avatar
Saving Retirement with an Avatar
May 03, 2012
New technology allows clients to see themselves, literally, as they will be when they're old enough to retire. Research shows it could help investors save more for their golden years.
Post-Mortem Action Can Limit Class Of Beneficiaries
May 01, 2012
...
A Vexing Retirement Planning Problem? Predicting Health Care Costs
Apr 13, 2012
What worries your clients most about their prospects for achieving a secure retirement? The cost of health care.
Take the Lump and Run?
Take the Lump and Run?
Apr 09, 2012
You have a client who participates in a defined benefit pension plan at work. She's near retirement and needs to make a decision: take the money as a lump sum, or receive a monthly lifetime annuity-style payment? What advice should you give? Take...
EBRI Study: Americans More Pessimistic About Retiring Well, Fewer Going To Advisors
EBRI Study: Americans More Pessimistic About Retiring Well, Fewer Going To Advisors
Mar 13, 2012
Saving for retirement, and using a financial advisor to provide help in planning for the golden years, are a low priority for American workers, an annual survey by the Employee Benefit Research Institute says today.
Load More