Retirement Readiness Crisis Still Looms Despite Some Improvement
The retirement outlook is slightly brighter this year, according to recent research, but most workers age 60 or older still plan to put retirement off.
Beyond Social Security: Planning for Soon-to-Be Retirees
It's crucial for advisors to optimize not just their clients' Social Security timing, but their entire portfolios for maximum future spending power.
Getting Clients to Follow Your Advice: The Passive Spouse
Olivia Mellan and Kol Birke on what to do when one member of a client couple just won't get engaged in the planning process.
Supplemental Policies Bridge the Emerging Health Coverage Gap
Insurance carriers are now offering Medigap-like supplemental insurance policies to help ease the pain of health coverage changes under Obamacare.
Oberweis Plays Chinese Consumer Card With Success
The Oberweis China Opportunities Fund leverages a team of experts on the ground to sniff out smaller societal changes that reveal investing opportunities.
Avoiding Pitfalls When Retiring in Paradise
Retiring abroad can be a ticket to paradise, but there are a number of laws, regulations and common-sense tips you and your clients should know.
Keeping the Right Focus
It's been a good ride recently for total-return investors. First, the S&P 500 rose 25.2% through early December; global stocks, as tracked by Morgan Stanley, improved 21.6% during the same period.
Retirees Can Reduce Medicare Part D Costs With Proactive Planning
While a recent report says premiums will increase in 2014, many retirees will actually be able to save on prescription drugs in the New Year.
Ask the Advisor: Long-Term Care Advice
Retirement planner Susan John, founder and president of Financial Focus Inc., discusses the LTC market and how advisors can best help their clients understand it.
Successfully Educating Your Clients on Long-Term Care
As need for LTC coverage intensifies, a growing number of insurers are getting out of the business.