Lenders hope to convince financial planners that reverse loans can be a safe, flexible financial tool for seniors. Many planners are skeptical of reverse loans due to their high fees; the industry also has been dogged lately by headlines about li...
When opening up retirement accounts, most advisors (and their clients) usually give little thought to the process of completing the “beneficiary” section of the paperwork.
Fewer still perform any ongoing review of the designations, regardless ...
Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the aim of reducing equity exposure as participants...
The aging of your clients is generally a good thing for them, especially when compared to the alternative.
But the older they grow, the more likely it is that they and their retirement accounts will be subject to required minimum distributions ...
A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy, the author of a new Aite Group report on the subject says. Greg Cherry, a senior analyst at Aite’s...
A fee-only financial advisor for both retirement plans and individuals, Roger Wohlner worries that target date funds—which invest in a mix of assets with the aim of reducing equity exposure as participants approach retirement—just can't do as good...
