How to Turn Workshop Attendees Into Clients
Holding Social Security workshops to attract pre-retirees is all the rage, but here are two methods to convert attendees into clients, from advisor coach Kaselnak.
Senators Debate Social Security Fixes
Agreement on the scope of the problem; disagreements on what changes should be made to keep Social Security solvent.
Are Boomers Headed for Retirement Disaster?
Michael Finke crunches the numbers — and assesses the wild cards — of the retirement savings problem.
Your Clients Are Getting Older. So Which Clients Should You Focus On?
Your retired clients may remain valuable to you, in a business sense, for longer than you think.
On Claiming Social Security, Most Americans Don’t Know Much
Most people nearing retirement don’t realize what a critical decision they have to make when it comes to claiming their Social Security benefits.
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.
Honeymoon’s Over: Helping Gay Couples Manage 2013 Tax Hikes
Accountant and lawyer Janis Cowhey McDonagh helps same-sex married couples, and all taxpayers, navigate the myriad changes that went into effect this year.
Social Security Payback Still a Good Option for Early Collectors
Early collectors who change their minds can return their benefits within one year and reap the rewards of waiting later on.
The Expat Life: Helping Clients Retire Overseas
The trend of Americans retiring in foreign countries to live more comfortably opens a new frontier for advisors.
Claiming Social Security: A Timeline for Clients
As your clients approach retirement and begin to feel the weight of mounting decisions and deadlines, expect to encounter planning insecurity toward Social Security.