Bring structure to your client's retirement plan
By John SullivanBoomers don't like to buy off the shelf. They increasingly demand customization to suit their individual situation. I recently asked Tom Ricketts, CEO of Incapital...
May 28, 2008
Shifting retirement landscape drives financial software innovationFinancial planning software is only as good as the advisor who uses it. However, it is an indispensible tool to a successful boomer retirement. The...
May 28, 2008
Balance quantity and quality to retain clientsServing your clients well depends on finding the right balance between the number of relationships and what each relationship is worth, according to David Mullen,...
May 28, 2008
Boomer basicsWho are the boomers?: There are approximately 78 million boomers, or individuals born between 1946 and 1964, and this generation is approaching retirement. Boomers will...
May 28, 2008
Forever blowing bubblesBefore the current subprime mess hit, too many people referred to the situation as a housing bubble. Incorrect. I've said for some time it was...
May 28, 2008
Boomer characteristicsTake a moment to consider the characteristics of the entire boomer population and how these can impact the financial and insurance purchase decisions made by...
May 28, 2008
The housing crisis is overHow is it I missed out on the greatest run-up in real estate prices in American history, one that lasted -- what -- 40 years?...