Pre-Retirees Offer Planning Opportunities
By Wilma G. AndersonPeople in their 50s and 60s realize they must get their financial house in order to eventually retire in style. At this stage in life, ...
October 23, 2003
Retirement Will Be Different For The Woodstock NationByRight from the beginning, baby boomers have been different. Never had America seen so many children being born in such a short period of time. ...
October 23, 2003
Celebrating 75 YearsAnd Looking Ahead To The FutureCelebrating 75 Years-- And Looking Ahead To The FutureI love birthday and anniversary celebrations, and this 75th Anniversary year of the Society of Financial Service ...
October 23, 2003
When 401(k) Loans Make SenseBySome producers advise their boomer clients not to borrow against their 401(k) plans because those assets are, after all, earmarked for retirement--a life stage ...
October 23, 2003
Life Stages: A Successful Roadmap To Pre-Retirement PlanningLife Stages: A Successful Roadmap To Pre-Retirement PlanningAs financial advisors know, each client arrives with a unique set of circumstances, needs and goals. Then, over ...
October 22, 2003
KPMG Promotes DonnerNU Online News Service, Oct. 22, 2003, 1:55 p.m. EDT -- KPMG L.L.P., New York, has named Fred Donner industry sector leader for its ...
October 22, 2003
Pru Hires MetLife Life Products ExecutiveNU Online News Service, Oct. 22, 2003, 11:17 a.m. EDT -- Prudential Financial Inc., Newark, N.J., has hired Michael Witwer to be senior vice ...
October 22, 2003
Sun Life Venture Follows MetLife Venture Into BeijingNU Online News Service, Oct. 22, 2003, 10:02 a.m. EDT -- Chinese insurance regulators have given Sun Life Financial Services Inc., Toronto, permission to ...