We're on a road to nowhere
By John SullivanWant a real "path to prosperity?" Look to 1982. The year of Tootsie and Culture Club has a lot in common with 2009 (without the...
July 09, 2009
Boomers drive entrepreneurial trendEconomists know that entrepreneurship will drive the economy back to health, but many people may be surprised to learn that the baby boom generation...
July 08, 2009
Strategies for Account SelectionWhat type of account should advisors use to maximize the return on clients' retirement savings?
July 08, 2009
As Economy Impacts Confidence, Many Plan to Work LongerWorkers who've lost confidence in their ability to secure a comfortable retirement say they are changing the way they invest, are working more hours or a second job, are saving more and are seeking advice from a financial professional.
July 08, 2009
Tools for Longevity Analysis ImproveTo assist in the planning process, advisors can ask clients about their family history and the state of their health, but they can also work with forecasts provided by groups like 21st Services.
July 08, 2009
Senior Market Advisor editor brings home the goldSenior Market Advisor managing editor, Andy Stonehouse, was honored July 9 in Kansas City, Mo., at the American Society of Business Publication Editors 2009 Western Region Awards. Stonehouse took home a Gold Award for Investigative News Analysis for
July 08, 2009
Study: African Americans, Hispanics "significantly" unprepared for retirementA comprehensive examination of 401(k) saving and investing behaviors of African-American, Hispanic, Asian and white employees finds African-American and Hispanic workers are "significantly" less prepared...
July 08, 2009
10 reasons your clients need you - and only youMost clients have one internist, one dentist, one estate planning attorney, one CPA and one P&C agent. If you asked these clients whether they considered having two internists or two estate planning attorneys they might look perplexed at you and
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