Video: Middle-class have greater retirement risk than previously thought
By Staff WriterA new report from retirement coalition Americans for Secure Retirement finds the events in just the last six months of 2008 have dramatically worsened the...
June 11, 2009
Term life has some new terms"Buy and hold" no longer applies to just stocks (and even that's questionable). Premiums for term life insurance are increasing by anywhere between 5 percent...
June 11, 2009
Boomers to blameWhen bad things happen, we look for someone -- anyone -- to blame. As Newsweek rightly notes (we don't say that very often), there is...
June 11, 2009
An offer they can't refuseWhy are insurance companies on board with Obamacare, but did all they could to defeat Hillarycare back in 1993? The obvious (yet incorrect) answer is...
June 11, 2009
Online brokerages likely to nudge out full-service firms for rollover assetsFour-in-10 high-net worth investors with money currently sitting in an employer retirement plan are ready to roll over those assets to an IRA within the...
June 11, 2009
When Opportunity Knocks: How Do You Know It's Time to Hire an Advisor?I've received a number of e-mails about my May column "Coming of Age" in which I pointed out that the recent economic downturn has flip-flopped...
June 10, 2009
Five Questions for the Top Retirement AdvisorA conversation with Joe Montgomery, Optimal Service Group of Wells Fargo Advisors, Williamsburg, Va.
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