Retirement Lists
Read about the top trends affecting retirees, including their lifestyle choices, investments and related topics.
3 components for a successful FIA direct mail campaign
By Peggy BresnickDone properly, a direct mail campaign can be very successful and can lead to a substantial uptick in business.
April 30, 2015
30 of the most livable cities for baby boomersWhether your clients like urban bustle or small-town charm, they might revise their retirement plans after reading this list.
April 30, 2015
30 of the most livable cities for baby boomersWhether your clients like urban bustle or small-town charm, they might revise their retirement plans after reading this list.
July 03, 2014
5 more tips for making the most of Google (tips 11-15)Everyones favorite search engine might just be your most underutilized prospecting tool.
March 07, 2014
Getting Clients to Follow Your Advice: The Overspending RetireeOlivia Mellan and Kol Birke on what to do when your now-retired clients spend much more than youand theyplanned to spend.
January 27, 2014
How to Get Clients to Follow Your AdviceIts one thing to give good advice another to get clients to follow it. Behavioral finance experts Olivia Mellan and Kol Burke offer techniques.
November 04, 2013
20 Best & Worst Cities for Pension FundingThe woes of public pensions are big news, but not all are in crisis.
October 01, 2013
What Advisors Need to Know About the New Reverse Mortgage RulesGet ready to field more questions about the pros and cons of reverse mortgages and how to use them as an estate planning tool.