10 Scary Retirement Stats
These 10 stats could motivate just about anyone to make retirement planning a priority.
Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
Retiring? Then It’s Time to Move
Surprising insights emerge about when, where and why retirees relocate, Michael Finke writes.
Combination Annuity-LTC Sales Soar
A new superstar long-term care product has emerged: annuity-LTC contracts that combine a tax-preferred retirement income with appealing LTC features.
Aging in Place: Are Home Renovations Worth the Costs?
Convenience, independence and the familiarity of home are all prime reasons for renovating rather than renting or downsizing in retirement.
Scared Straight: Simple Cybersecurity Measures to Protect Your Firm
Appropriate security processes at the enterprise level are not as ubiquitous as one might think. Here’s why that’s a problem.
BD Execs: Clients Too Conservative, Putting Themselves at Risk
Panel led by Cetera CEO Larry Roth says investors are running scared, annuities are misunderstood and the industry is ready for a "Napster moment."
New Hire Roundup: DeNoyior Named President of NAPA
Meanwhile, 361 Capital announced that Andrea Coleman has joined as regional investment specialist.
Short-Term Care Insurance: An Efficient Alternative to LTCI
STCI, also known as recovery insurance, is essentially a form of critical care insurance that functions much like long-term care insurance.
Families Find Caregivers in Increasingly Short Supply
As the popularity of professional long-term care services grows among seniors, so does the need for informal assistance from adult children and other family members.