Coalition praises anti-151A legislation
By Andy StonehouseThe Coalition for Indexed Products has voiced its support to a newly introduced companion bill to the Meeks-Price Bill, designed to defeat the SEC's 151A efforts. Bill S.1389, introduced June 29 by Senator Ben Nelson (D-NE) and cosponsored by
July 01, 2009
Consumer Confidence Index retreats in JuneAfter months of strong gains, the Conference Board Consumer Confidence Index waned in June. The Index now stands at 49.3, down from 54.8 in May. The...
June 30, 2009
Boomers, seniors staying in the workforce56% -- Percentage of people over 65 who are retired. 27% -- Percentage of people between ages 55 and 64 who are postponing retirement. 16% -- Percentage of people over between 55 and 64 who lost a job in the past 12 mon
June 30, 2009
Steven HartSteven Hart has been named vice president of sales and business development at ExpertPlan, a retirement plan recordkeeper. He will be responsible for growing and retaining clients, building ExpertPlan's national TPA network, and providing the
June 30, 2009
Seniors should prepare for long term care needs.44% of pre-retirees will be at risk of not having enough savings to maintain their current lifestyles once they retire, excluding health care and long term care costs.
June 30, 2009
Steven HartSteven Hart has been named vice president of sales and business development at ExpertPlan, a retirement plan recordkeeper. He will be responsible for growing and retaining clients, building ExpertPlan's national TPA network, and providing the
June 30, 2009
Are your clients handing their IRAs to the IRS?Dan Casey, for InvestorGuide.com, warns of 10 ways investors sacrifice their IRAs to the IRS. 1. Failing to understand "stretch" IRAs. With this technique, young beneficiaries can take smaller withdrawals based on their long life
June 30, 2009
Trust: The key to any relationshipSenior Financial Workshops With thorough client fact finding/diagnosis, and by determining clients' thoughts on investing -- including time horizons, risk tolerance, etc. -- and their ongoing financial needs and legacy thoughts, we, as
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