Apr 01, 2011

Passing ownership of the house to kids to shield it from being tapped for nursing home expenses is not always a good idea. Here's why, and some alternatives.

Survey: High-Net-Worth Investors Remain Confident Despite Global Turmoil

Mar 25, 2011

Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International’s latest tracking survey.

Navigating the Long-Term Care Minefield

Mar 11, 2011

Long-term care expenses pose one of the greatest risks your clients will face in retirement. And unless your clients are wealthy enough to self-insure against that risk, long-term care insurance (LTCI) is the best way to mitigate it. Trouble is...

Liquidity Alternatives

Mar 01, 2011

As the baby boomers reach retirement age, more family businesses are faced with the issue of succession planning. The days of passing the family business from parent to child are long gone. While many retiring business owners would like to...

Risky Business: Conservative Investments

Mar 01, 2011

Did the financial crisis make you more conservative with client retirement money?

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

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

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...