Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Should You Jump on the Buffer Annuity Bandwagon?
By Robert Bloink, William H. ByrnesThis product offers an appealing cross of annuity products that clients clearly want, but advisors should look before they leap.
June 19, 2017
3 Big Trends Driving Retirement Planning in the ‘New Normal’Advisors successful clients learned investing from the perfect storm of the late 20th century, but those lessons are outdated, Philip Romero says.
June 19, 2017
Schwab, LPL Mid-Year Outlooks: Beware, Goldilocks AheadA review of mid-year outlooks from several major financial firms reveals caution about expectations and risks but no recession or market crash.
June 16, 2017
For SEC Fiduciary Rule, Regulate Titles First: CFA Institute CommentsComments are trickling into the SEC, with CFA Institute saying that the issue of titles needs to be addressed so rules can be clarified.
June 15, 2017
5 Ways to Cut Spending on Health Care in RetirementFinancial planners can help clients to make the most of their out-of-pocket spending during retirement.
June 14, 2017
Discussing the Costs of Health Care in RetirementWith health care costs on the rise, helping clients plan for medical expenses in retirement is more important than ever.
June 14, 2017
How to Use Plain Language to Empower Retirement PlanningHow can financial planners help their clients make better informed decisions?
June 13, 2017
What You Need to Know About Annuity ClassesUnderstanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.