Boomer women key to insurance reform
By Danielle AndrusIn an increasingly divisive debate, boomer women appear to be fairly united on the reform front. A survey by VibrantNation.com found 84 percent of boomer...
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.
September 15, 2009
Tax tips for impatient IRA ownersAre your clients itching to take an early distribution from their retirement accounts? Here's a refresher course from the IRS on the tax implications of an early distribution. Payments taken from an Individual Retirement Arrangement before
September 15, 2009
Health care update: Seniors speak out on health care reformReacting to last week's address to Congress, seniors at The Hearth at Greenpoint, in Liverpool, N.Y., expressed mixed views regarding President Obama's plan. Carlie Lamb-Hill, for one, strongly supports health care reform. "The
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