Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The Right Fit
By Michael StanleyThe saga of Glenn Neasham has elicited passionate responses on both sides of the aisle. A word that gets thrown around when discussing his sale of the MasterDex 10 Annuity from Allianz (MasterDex) to a then 83-year-old, dementia-stricken Fran Schuber is fair. You are either of the belief that what...
May 01, 2012
Milevsky’s ‘7 Most Important Equations’ on Retirement Offers 7 Crucial Ideas for AdvisorsMoshe Milevsky, whose new book will be released in June, has become a rock star on the advisor lecture circuit. Why?
May 01, 2012
This Meal Will Cost You $200,000 by Retirement (Business Insider)The $250 a month Americans spend on lunch could be$208,065 after 30 years at 5% interest.
May 01, 2012
Family Duties Can Threaten Retirement (InvestmentNews)Encourage boomers who are supporting aging parents and adult children to have a discussion with family members.
April 30, 2012
5 ways to connect with boomer clientsAs part of our annual boomer issue, we canvassed successful advisors to find out how theyre making the [boomer] connection. Here are five of the most interesting responses we came across.
April 30, 2012
Annuity salesman sent to prisonThe recent conviction of an insurance advisor for felony theft for selling an annuity contract to a senior indicates that states may be taking a hard line against elder abuse.
April 30, 2012
Boomer Women in RetirementWith their longer life spans, boomer women face a tougher road in their golden years.
April 30, 2012
Targeting younger baby boomers: The future of retirement planningThey simply cannot afford to depend on the federal government and their employer to help foot the bill.