Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Direct annuity sales are coming. Are you ready?
By Stan HaithcockSoon, a ton of annuities will be sold direct to the consumer and the product monopoly that agents now have will be gone forever.
May 29, 2013
How to revolutionize your clients’ thinking about retirementPlanning for retirement is like climbing a mountain: You not only have to reach the top, you have to make it safely back down.
May 29, 2013
Aging America: Seeking softer retirement landingSoft landings allow workers to scale back hours before plunging into retirement.
May 29, 2013
Aging America: Seeking softer retirement landingSoft landings allow workers to scale back hours before plunging into retirement.
May 29, 2013
New Hire Roundup: Magner Moves Up at MercerThis week in new hires, Mercer announced a new position for Liana Magner and NAPFA named three to its board of directors.
May 28, 2013
A Willing Suspension of DisbeliefNothing is as bad as it seems. Were not in a new normal, modern portfolio theory failed from the get-go anddespite oceans of ink dedicated to the premisebaby boomers, far from finding themselves in crisis, are the best retirement savers in history.
May 28, 2013
Top 20 Companies for Annuity Sales: Q1Variable annuity sales continue to struggle despite sustained equity market gains, says LIMRA annuity research director Joseph Montminy.
May 28, 2013
Middle-income America isn't ready for fee-based adviceThere's a huge disconnect between what fee-based financial advice really costs and what consumers think it should cost.