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
June 30, 2009
New study reveals who buys LTCIThe first national study of asset-based LTCI purchasers reveals the demographics of this group. The 2008 study showed that nearly half were under 65 years of age and just over 10 percent were between the ages of 45 and 54. Sixty-six percent were women, and the average single premium was...
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