Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
LIMRA study: fewer pre-retirees feel prepared for retirement than in 2010
By Warren S. HerschOnly one in four of the 33 million U.S. pre-retirees say they feel very prepared for retirement, compared to 30 percent of pre-retirees surveyed in 2010, according to a new study by LIMRA.
November 21, 2012
Making It to Hall of Fame; Assessing Year Ahead; Following the Dumb Money: December Research—SlideshowThe December issue of Research features the magazine's 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013.
November 21, 2012
Cold Call Champions: The Winning ScriptsThis is the fourth and final article in my series on cold calling. In previous articles, I promised my readers Send me your cold calling scripts.
November 21, 2012
Three Steps to Starting a Retirement-Plan Advice PracticeEach of the three classic prospecting steps I followed can be replicated by any other advisor.
November 21, 2012
The head of Goldman Sachs wants to raise your retirement ageGoldman Sachs CEO Lloyd Blankfein recently suggested that the retirement age be raised. But is that the answer to fixing the ballooning Social Security deficit?
November 21, 2012
Surprising Findings From MassMutual Review of Its Retirement PlansAlthough more participants in DC plans are from Gen Y or Gen X, boomers hold a larger percentage of assets, according to an analysis by MassMutual of retirement plans administered by the firm.
November 20, 2012
The American Way: Retirement Planning With a (Not Very) Overlooked ManagerWe understand the confusion readers have expressed over some of the funds weve deemed overlooked.
November 20, 2012
American’s magic number for retirement? About $250KAccording to a new Wells Fargo study, Americans with at least a quarter of a million dollars feel much more confident about their retirement than those who have less.