Addressing Five Retirement Challenges
By Ed McCarthy, CFP, RICPSince risks are unavoidable and the planning process is highly complex. One step that can help is for advisors and clients detail and prioritize expenses in order to separate basic needs from more discretionary lifestyle-type costs.
March 17, 2009
Survey: Delayed retirement doesn't mean lost hopeNew survey results show Americans are delaying retirement, but are not squashing belief that it is still possible to adequately save. A COUNTRY Financial survey, released...
March 17, 2009
Obama's efforts thus far: not good enough, advisors sayIn the eyes of financial advisors, President Obama is off to a sluggish start - and quite simply, he has a lot to accomplish. First, the...
March 17, 2009
Securian Financial GroupSecurian Financial Group has named nine new members to its Women's Interactive Sales Exchange. The WISE Council's goal is to recruit, support and retain female advisors. Julie Bower, WISE board president, Tax and Financial Group Cara
March 17, 2009
Don't make these marketing mishaps"If you're like me, what you'll see are business communications that are self-centered, braggart, loaded with unnecessary information, and just plain ineffective marketing tools," Robert Imbriale writes on his Web site,
March 17, 2009
Securian Financial GroupSecurian Financial Group has named nine new members to its Women's Interactive Sales Exchange. The WISE Council's goal is to recruit, support and retain female advisors. Julie Bower, WISE board president, Tax and Financial Group Cara
March 17, 2009
The top 3 sales funnel mythsHave you heard the term "sales funnel?" I hadn't until recently, when I spoke with Joanne Black, referral selling expert and founder of No More Cold Calling. She explained to me that in an economy like we're dealing with,
March 16, 2009
Gregory D. WoodworthGregory D. Woodworth has been named senior vice president and general counsel of National Life Group. Prior to joining National Life in March 2006 as vice president and deputy general counsel, Woodworth spent six years at MassMutual as associate
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