Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Making the most of winning IRA strategies
By David F. RoyerAs you talk with your clients in this still relatively new year, you're most likely hearing very similar comments and seeing common emotions in them: uncertainty and fear. Using your expertise and experience, you have an opportunity to calm
January 31, 2009
Hard times call for connection with boomersIn the past year, troubling financial news has generated great concern among baby boomers as many have watched the value of their retirement accounts plummet. As trusted financial advisors, how do you attract boomers to your business and provide
January 31, 2009
Making the most of winning IRA strategiesAs you talk with your clients in this still relatively new year, you're most likely hearing very similar comments and seeing common emotions in them: uncertainty and fear. Using your expertise and experience, you have an opportunity to calm
January 29, 2009
Research update: 401(k) plan participants stay the course despite market turmoilIn 2008, employees in workplace savings plans contributed to their accounts at normal historical levels, took fewer loans than in 2007, improved their asset diversification...
January 28, 2009
Study: Younger boomers dramatically impacted by recessionThe effects of the recession on retirement goals are hitting younger boomers particularly hard. Americans age 40 to 49 lead all demographics in expecting to...
January 21, 2009
"Saving" once again in focusLittle surprise given current events, but saving money (thankfully) is back in the American spotlight after years of posting negative numbers. The number one New...
January 12, 2009
Self-employed and micro-business tax changes include retirement savings opportunitiesMicro-businesses and the self-employed should be aware of a few tax law changes, including increases in retirement savings opportunities, according to The National Association for...
January 09, 2009
Hartford And Lincoln Get Thrift ChartersThe federal Office of Thrift Supervision has given 2 insurers permission to buy federal savings banks and become federally regulated bank holding companies.The insurers, Hartford ...