Focus On Finishing The Income Race
By Norm MindelByWe planners and advisors face a psychological as well as a financial challenge in preparing clients for retirement.Americans are obsessed with "winning the race," chasing ...
September 02, 2004
A Whole New MeaningCrowning The Winners In The 2004 Townsend OLIMPIC GamesByThe quadrennial Summer Olympic Games held in Athens may have finished recently, but Fred Townsend?s seventh OLIMPIC ...
September 02, 2004
Instant Messaging Brings Risks And RewardsInternet-based instant messaging has become a popular way to communicate, not only at home but at the office as well.At home, our families chat with ...
September 02, 2004
The Rx For Income Planning? More Education And ToolsThe Rx For Income Planning? More Education And ToolsByReston, Va.To ensure retired employees have a steady income stream in their post-employment years, it will take ...
September 02, 2004
Where Will The Roadmap Lead?Companies and Regulators Have QuestionsBy Arthur D. PostalWashington Bureau ChiefWhile life insurance agents are broadly supportive of the so-called federal "roadmap" legislation unveiled recently by ...
September 02, 2004
Income Planning Starts To Gain TractionIncome Planning Starts To Gain TractionByWhen it comes to income planning, financial advisor Richard Tanner says his firm focuses on bringing clarity to clients about ...
September 02, 2004
When Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForWhen Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForJudith A. HasenauerWe are not sure who first made the statement that getting old ...
September 02, 2004
Helping Clients Dream About Rowing The Boat Gently Down The Income StreamHelping Clients Dream About Rowing The Boat Gently Down The Income StreamMost people nearing retirement hope they will be rowing gently down the stream and ...