Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
American Express: Retirement Concerns Among Small Business Owners Dips Sharply
By Warren S. HerschThe survey finds that the percentage of entrepreneurs who are worried about their ability to save for retirement dipped to 70% from 81% last spring. One in five estimate they will need less than $750,000 (20%) to retire.
April 12, 2012
How to Make Sure Your Divorce Lawyer Does Not Screw Up Your Retirement Benefits (Huffington Post)To best protect yourself from a retirement disaster in a divorce, assume your lawyer does not know how division of retirement plans works.
April 12, 2012
LIMRA: Longevity Risk Threatens Retirement DreamsUnderestimating how long they will live in retirement can destroy your clients financial plans. Thats where advisors, and possibly annuities, come in.
April 11, 2012
Of Glenn Neasham, the “Insta-Rich” and the Lost Art of Conversation for Advisors: What We’re ReadingA selection of our favorite stories from the past week, by the reporters and editors of LifeHealthPro.com
April 11, 2012
MassMutual Named ‘Retirement Leader of the Year’MFS chairman emeritus Robert Pozen has long been an advocate for auto-enrollment and has advised Presidents Bush and Obama on retirement savings. Executive Vice President Elaine Sarsynski accepted the award.
April 11, 2012
Please Don’t Tell Me You Still Use This Line…If all youre doing is promising to cross-refer clients, youll never stand out from the scores of advisors that want to partner with a CPA.
April 10, 2012
Asset Allocation Has ‘Minor’ Role in Retirement PlanningFinancial advice tends to focus on how financial assets are allocated. But other levers may be more important for most households.
April 10, 2012
Your Retired Client Doesn’t Have to Run Out of MoneyRussell Investments says mapping assets and liabilities can help advisors manage retirement income portfolios.