On Retirement Income, Macchia Says, Build a Floor, Then 'Expose to the Upside'
David Macchia reports that the systematic withdrawal approach to retirement income has fallen out of favor with advisors.
James Dew's business is booming these days. He's seeing a rush of new business from pre-retirees and retirees who are disillusioned with their current advisor...
What Will It Mean to Be an Independent Financial Advisor?
With baby boomers moving into self-funded retirement, the advisor will need to become expert at risk analysis, risk management and financial life planning. There will...
Up to the Challenge
Boomers have come of age to retire and that event, alone, has sparked an epiphany. Until we took notice of the fact that the oldest boomers...
The $20 Trillion Question
Twenty trillion dollars is roughly the amount of money that retirees in coming years will be drawing down; but no one has figured out the...
The Longevity Race
Perfectionists, but in a good way, is how Paul Lofties might describe the advisors he manages at Securities America. After installing the retirement distribution tool,...
For the last few decades, financial advisors have gotten to be very good at wealth accumulation. It's what you do. It's where you live. But...