What Widows Want From Their Financial Professionals
By Linda KocoHow do new widows and widowers feel about the services and products of financial professionals who assisted them during the early months following the death of a spouse?
January 28, 2010
Boomers hear better than their predecessorsSay what? The Associated Press reports on research recently published in the American Journal of Epidemiology, which shows the rate of hearing problems for boomers...
January 28, 2010
Obama and the Future of AnnuitiesOn Monday, President Obama announced a series of measures to expand tax credits for retirement savings, and said he would promote "the availability of annuities and other forms of guaranteed lifetime income.
January 28, 2010
Obama and the Future of AnnuitiesOn Monday, President Obama announced a series of measures to expand tax credits for retirement savings, and said he would promote "the availability of annuities and other forms of guaranteed lifetime income.
January 28, 2010
Tax strategies for Roth conversionsBy converting a traditional IRA into multiple Roth IRAs, wealthy boomers can save on taxes even if their accounts lose value, Bloomberg reports. The new...
January 28, 2010
State of the boomer unionSo now that the president's speech is over, what do boomers think? According to a study by BBC World News American and Harris Interactive, 89...
January 28, 2010
Obama's Rapture and reform"I never thought the mere fact of my election would usher in peace, harmony and some post-partisan era," the president noted last night. Actually, Mr. President,...
January 28, 2010
Ten tips to soar ... ethicallyI want to offer the tools for market conduct and suitability issues so you can bulletproof your practice.
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