Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Increase tax diversity in your retirement plans
By Ed McCarthy, CFP, RICPAdequate diversification can also make it easier for clients to stay the course when market volatility spikes.
October 16, 2014
Mariner Holdings Launches Mariner Retirement AdvisorsThe new firm is focused on providing 401(k) advisory services to plan sponsors throughout the country.
October 16, 2014
Top 10 attributes of ‘elite’ retirement advisorsTo come out ahead in the retirement business today, there are 10 attributes that advisors and service providers need to demonstrate.
October 16, 2014
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ RetirementNew white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
October 16, 2014
New DOL Fiduciary Rule Will Hurt Retirees, Panelists SayWhile consumer advocates favor compelling brokers to act in a clients best interest, much of the financial lobby is dead-set against them.
October 16, 2014
Saudis Sitting Pretty in Global Oil Price PlungeTheres still only one country in a position to choose winners and losers in the global market: Saudi Arabia.
October 15, 2014
5 Annuity Answers Every Investor Needs to KnowNAFA has released a paper that helps advisors answer five of the most important annuity questions.
October 15, 2014
Few Canadians have a workplace retirement advisorThe survey shows that fewer than half (47 percent) of working age Canadians have a workplace retirement savings plan.