Social Security counseling for divorced spouses
Is your client a divorced spouse starting Social Security benefits? Here are important facts to know.
The Benefits of Retiring Abroad
Do your clients want to retire in a foreign country? Here are three ways you can help them decide — plus a comparison of retiring in Chicago vs. Valencia, Spain.
The benefits of retiring abroad
Do your clients want to retire in a foreign country? Here's 3 ways you can help them decide--plus a comparison of retiring in Chicago vs. Valencia, Spain.
Show clients why retirement inflation is not dead
No Social Security cost of living adjustment has people worried.The Senior Citizens League (TSCL) has documented increases since 2000 in 34 costs items that weigh heavily on retiree budgets.
1 strategy financial advisors can use to help women
One of the most effective prospecting strategies for reaching women in your market is the retirement needs analysis.
ETF managed portfolios hit the skids
Few new investment concepts have become popular faster than exchange-traded funds managed portfolios--but are the performance expectations for ETFs too high?
Why caution is needed in trading ETFs
Until recently, advisors rarely heard about problems with trading ETFs in volatile markets. Then came the chaos of the stock market’s open in August.
4 keys to Roth conversions
Financial advisors should have a Roth “conversion conversation” with clients, to review and evaluate options. Here are four key points to cover.
How to best communicate retirement planning to female clients
Women face financial burdens men don't face as much — here's how your can be of best help to your female clients as they plan for retirement.
The high cost of keeping IRA beneficiary designations private
IRAs give owners the option of keeping assets and beneficiary designations private, but if people don't understand these options, things can get messy.