You’d like to insure at least part of your client’s income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity...
Series I savings bonds can be useful for investors seeking security, liquidity and an inflation hedge; they also may help you build trust with clients.
Advisors are known to be an optimistic breed when it comes to business prospects and markets, but sometimes they get carried away. Cerulli Associates estimates that nearly 60 percent of advisors who are within five years of retiring expe...
