Mathas To Address Executive Conference
By Staff WriterSummit Business Media, the company that owns National Underwriter Life & Health, will hold the 20th Annual Executive Conference for the Life Insurance Industry Nov. 5-6 in New York.
September 16, 2009
Five Questions for the Top Retirement Income AdvisorA conversation with John Ohmer, CFP, founder of YBR Financial Advisors in San Francisco and affiliated with LPL Financial, about his practice.
September 16, 2009
Rakoff's Bank of America Opinion: "The Tipping Point"In September 2013 when we look back on Lehman Bothers' demise, will we also see a "reformed" financial system and regulatory structure? One that may be hard to recognize compared to today's structure? If "yes," look to Judge Jed S. Rakoff's opinion.
September 16, 2009
Uncertainty Has Retirees Tightening Belts, Seeking AdviceThe number of retirees who say they are worried about financial security has more than doubled in the past year, and many are tightening budgets or seeking professional financial advice.
September 16, 2009
Obama at 250Greetings from Orlando, where I'm attending the 2009 NAIFA Convention and Career Conference.
September 16, 2009
Time to Consider Reverse Mortgages?Recent declines in portfolio values have left retirees stuck between reducing withdrawals and increasing the risk of portfolio depletion. But some may want to consult with an advisor about accessing that equity through a reverse mortgage.
September 16, 2009
What's New in Retirement Income SoftwareA chat with John Olsen, CLU, ChFC, AEP, of Olsen Financial Group in Kirkwood, Missouri, about how trends in behavioral finance and financial planning are affecting software and how advisors can best take advantage of these developments.
September 16, 2009
Obama at 250Greetings from Orlando, where I'm attending the 2009 NAIFA Convention and Career Conference.
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