Rebalancing act
By Danielle AndrusThis year's economic death spiral has forced advisors to abandon some trusted methods of protecting their clients' assets. According to Gail MarksJarvis for the Chicago...
February 12, 2009
Boomer employment and the recessionUnemployment statistics are grim everywhere, but older boomers experienced a less devastating rate in December than other age groups. Still, as the national unemployment rate...
February 12, 2009
Give boomer clients a (tax) breakWriting on SmartMoney.com, Bill Bischoff points out six tax breaks to help high-income clients limit their tax bill this year. Take advantage of SEPs. Over...
February 12, 2009
Six standards of client communication in a downturnQ. How do you develop meaningful ways to connect with clients - in good times and in bad? A. Thirty percent of consumers in the U.S....
February 11, 2009
Interview: Five Questions for the Top Retirement AdvisorMary Sterk, CFP, Sterk Financial Services, Woodbury Financial Services, Sioux City, Iowa, shares her views on the challenges and opportunities of retirement planning.
February 10, 2009
Social Security Administration braces for wave of boomers, lack of staffThe Government Accountability Office (GAO) has addressed concern over the Social Security Administration's (SSA) ability to offer satisfactory service in the wake of a significant...
February 10, 2009
Wealthy stay focused on long term allocations and portfolio diversificationWealthy investors are focused on long term allocations and optimal portfolio mix, according to the Dow Jones Wealth Management Advisory Council, a group of top...
February 10, 2009
Life insurers cope with fourth-quarter lossesU.S. life insurers are being hit by charges to boost reserves for variable annuity equity market guarantees, according to Reuters news service. Principal Financial, Lincoln National...
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