Boomer Market Advisor November 2008

Features

  • The boomer benefits of true financial planning

    Put five skilled, seasoned financial advisors around a table, ask them to speak their minds on a range of hot-button subjects related to financial planning,...

  • Set realistic expectations

    Mike Martin of Columbia, Md.-based Financial Advantage recounts how a prospective client came to see him a year ago and said, "If I make 15...

  • Baby boomer rollover readiness

    How to capitalize on the opportunities -- and dodge the landmines -- buried in IRA rollover rules. High-powered spectacles and a strong espresso aren't prerequisites to...

  • Riding out the storm

    The economic crisis is only going to get worse. Advisors are not only concerned with their clients' portfolios but the financial stability of their own...

Columns

Departments