Managing Mom's Assets
Managing Mom's Assets
Mar 01, 2011
Some smart money moves adult children can make when caring for elderly parents' finances.
Financial Advisors Must Prepare For Coming Retirement Advice Boom
Feb 25, 2011
As Baby Boomers retire, and switch gears from asset accumulation to asset distribution, advisors are going to have to become more sophisticated and efficient in their delivery of financial advice.
Even The Rich Are Worrying About Retirement
Even The Rich Are Worrying About Retirement
Feb 02, 2011
A survey released by Merrill Lynch earlier this week showed increasing concern about retirement among affluent Americans with $250,000 or more in investible assets. But clients with $1 million or more in investible assets are also worried, and are...
Tapping An Annuity
Tapping An Annuity
Feb 01, 2011
Five wise ways for retiring clients to make an annuity withdrawal.
Women Less Confident About Retirement, Younger Investors More Conservative
Jan 31, 2011
Affluent women are more concerned and less confident about retirement than affluent men, while younger investors who have more than $250,000 in investable assets have become surprisingly conservative about investing for retirement, according to a...
Insurers Raising Premiums, Changing Terms on Long-term Care Policies
Jan 18, 2011
If you’re selling long-term care insurance to clients, it’s best to stay away from carriers with a history of raising premiums or discontinuing other types of insurance coverage. Several insurers already have raised premiums this year.
Can You Avoid Black Swan Events with New Software?
Jan 04, 2011
“We’ll probably see, especially now, clients less interested in investments and more interested in managing cash.So [software] solutions that do more than just spit out an investment [idea], but also a debt management and emergency...
Juggling Accounts
Jan 01, 2011
In 2010, the legislature, Internal Revenue Service and courts were busy dealing with retirement benefit issues. Congress expanded designated Roth accounts (DRACs) to church and governmental plans and gave employees who participate in elective...
Navigating the System
Jan 01, 2011
Advising clients on Medicare and Medicaid planning and eligibility has become increasingly complicated. Elder law practitioners must struggle to keep up with the ever-changing health care wild west and consider the impact of new laws on both the...
Are You Worth Your Fees?
Are You Worth Your Fees?
Jan 01, 2011
If you advise 401(k) plans, expect more scrutiny.
Load More