Add exit planning to your arsenal
By Staff WriterThis week's tip comes to us from John M. Leonetti, managing director of Pinnacle Equity Solutions, a Boston-based training and consulting firm that specializes in...
May 28, 2008
Payout funds show increased popularityWith the promise of a wave of baby boomers leaving the work force, a plethora of new income-generating products are available for retirees. According to...
May 28, 2008
Optimizing profitabilityIn "How to Value, Buy, or Sell a Financial Advisory Practice," authors Mark Tibergien and Owen Dahl suggest poor operating profits are a result of...
May 28, 2008
Reassuring nervous BoomersOf course, this means that you have done your job by investing their assets responsibly and not speculated with the funds. Also, it's understood that...
May 28, 2008
Why don't politicians take Econ 101?I'm not na?ve. I understand the current political climate. But let's see the stimulus package for what it is; a political gift, not any kind...
May 28, 2008
Health care industry unprepared for boomersScary news. As the first of the nation's 78 million baby boomers reach age 65 in 2011, they face a health care work force that...
May 28, 2008
The Greenspan guarantee - what's it really worth?In a story related to our Trend of the Week, Alan Greenspan announced he's joining John Paulson's hedge fund as a member of the advisory...
May 28, 2008
Lincoln launches new lifetime productLincoln Financial Group has launched an optional benefit rider, Lincoln Lifetime Income Advantage. The rider offers several features to provide more flexibility and control for...
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