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.
VAs Have Their Charms, But Diversification Is Still The Rule
By Warren S. HerschGiven the widely-touted benefits of variable annuities, the question inevitably arises: Why not counsel clients to put all of their nest eggs in a VA ...
June 10, 2007
Most Boomers Don't Plan To Tap Home Equity: SurveyMost boomers approaching retirement do not plan to access their home equity, but rather intend to hold on to their house as insurance against unplanned ...
June 01, 2007
Keep up with retiring boomers' Internet-centered lifestyleWith the generation of 76 million baby boomers entering their golden years, much of the industry focus has been on accumulations and distribution of wealth. However, if your practice is still based on paper and pencil and "kitchen table basics"
June 01, 2007
NEWS & PRODUCTS, June 2007SEC Chairman Christopher Cox said the SEC's examination of what goes into a 401(k)--such as expenses of the underlying funds--which the regulator is performing in...
June 01, 2007
Study Shows Couples Split on Future Income, AdviceCall it "agreeing to disagree." Research conducted by Fidelity Investments has found that married couples with investable assets of $100,000 and up, or household income of...
June 01, 2007
Consolidate and Refer"If you look at an advisor's practice today and what's going to happen in the future, there are some outside pressures that will affect the...
June 01, 2007
Test Your CPI-QNot long ago, telling someone they looked like a million dollars was a compliment. Say it now and they might rush to schedule an emergency...
May 31, 2007
Keep up with retiring boomers' Internet-centered lifestyleWith the generation of 76 million baby boomers entering their golden years, much of the industry focus has been on accumulations and distribution of wealth. However, if your practice is still based on paper and pencil and "kitchen table basics"