Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Some Boomers Have Eyes Closed To Post-Retirement Health Costs
By Staff WriterFinancial services clients over age 55 seem to have a different perspective than younger clients on what post-retirement health care really will cost.Researchers at the ...
May 06, 2007
Is A Single Employer Welfare Benefit Plan Right For Your Clients?You have probably heard of an agent who has made a large amount of money by marketing the latest and greatest concept, only to find ...
May 03, 2007
Annuity Lead Generator Settles With Diamond State RegulatorsAn Ohio company that helps generate leads for annuity sellers has negotiated a settlement with the Delaware Department of Insurance.Investors Union L.L.C., Medina, Ohio, a ...
May 03, 2007
Annuity Lead Generator Settles With Diamond State RegulatorsAn Ohio company that helps generate leads for annuity sellers has negotiated a settlement with the Delaware Department of Insurance.Investors Union L.L.C., Medina, Ohio, a ...
May 01, 2007
Making a regret-free financial decisionClassical economics says consumers are rational. Behavioral economics says consumers are normal, which is why dealing with prospects in a rational way doesn't always work. As an example, if a prospect should move money from a market-risk investment
May 01, 2007
Beyond InvestingAffluent clients have a variety of concerns beyond pure investing that they want their advisors to address. Prince & Associates discovered in their surveys of...
May 01, 2007
Back to SchoolIBM's newly minted personal finance and education benefit program for its 127,000 employees, "IBM MoneySmart," heralds the beginning of the type of program retirement finance...
May 01, 2007
NEWS & PRODUCTS, May 2007Fidelity Investments released in late March its seventh annual estimate of the lifetime healthcare costs that retirees will face, and the news is not good....