Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
When an online annuity ad goes bad
By Stan HaithcockIts time for the industry to police itself and put an end to deceptive ads that harm the publics opinion of annuities.
May 01, 2013
Florida Senate rejects pension changesThe debate about future pension benefits comes as other states have been following the lead of many American companies.
May 01, 2013
Florida Senate rejects pension changesThe debate about future pension benefits comes as other states have been following the lead of many American companies.
April 30, 2013
The Big Bad BoomersWith the oldest boomers hitting retirement age, what do they do with the rest of their lives? To work or not to work...that is the question.
April 29, 2013
Investing for a Lifetime With Life-Cycle InvestingA decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisors businessperhaps even for the entire financial services industry.
April 29, 2013
Fighting for His ClientsChristopher L. Walker started out as a transactional wirehouse broker making a whopping 400 daily dials. Yet inside this conscientious cold-caller was a consultative, relationship-oriented advisor yearning to break free.
April 29, 2013
What Advisors Don’t Know About Variable Annuities: How VAs Fit Into a Client’s PortfolioProperly assessing the viability of a variable annuity for a particular client entails considerably more than just adding it alongside a standard model portfolio.
April 29, 2013
How to enter the DI marketThree top producers weigh in on why so many of their peers overlook a product that a) has a huge prospect base and b) can bring lucrative commissions.