Retirement Planning

The Greater Transfer is coming and it will have a huge impact on your ability to sell your firm for top dollar when that time comes

Tear. | Aleksandr Frolov/iStock/Thinkstock A new study by TD Ameritrade found that two-thirds of U.S. adults have experienced an event that seriously disrupted their long-term saving and retirement plans, most commonly losing a job, or havin...

There’s no better way to improve the odds of achieving a secure retirement than working longer

(Reuters) - More Americans over 55 are finally getting back to work after the long recession. The strong national employment report for January released last week confirmed that. The unemployment rate for those over 55 was just 4.1 percent in Jan...

“A person might just need a little help today, but that is not where things will stay.”

There will be new economic realities to manage in 2015 - such as rising interest rates - so consider your clients’ portfolio balance carefully to help them on their path to retirement readiness

#SuperBowlSelfie | Copyright Rob Carr, Getty Images Want to go to the Super Bowl? Be ready to shell out between $5,000 and $35,000, depending on just how high-end of an experience you want. According to this Reuters article, the average pric...

The cost of long-term care insurance continued to rise sharply last year, with average prices jumping 8.6 percent

Brothers from another mother. | Copyright Christian Petersen, Getty Images | Photo by Jim Tweedie You probably wouldn’t think NFL coaches and portfolio managers have much in common, but MarketWatch contends that both are high-profile, high-t...

You may discuss your clients’ mortgage, monthly payments and home equity only briefly, and perhaps enter the data into a box on their financial planning questionnaire, never to be revisited again. But ignoring this portion of a client&rsquo...