Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
By Michael E. KitcesWhat if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
August 26, 2014
9 Worst States for 401(k) PlansWhile any company can design a better plan no matter the state it's in, the trends are nonetheless telling.
August 26, 2014
Compass Financial Boosts Education With Financial Finesse PartnershipFinancial Finesse will offer its services at a discount to employees and consult on Compass' in-house financial education program.
August 25, 2014
Despite Saving More, Workers Still Face Retirement ShortfallsAlthough participation and contribution rates are fairly high in 401(k) plans, Natixis finds many participants, especially baby boomers, are on track to fall short.
August 25, 2014
Social Security and Tax Planning: The Advisor OpportunityNeither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
August 25, 2014
401(k) Savers Who Stuck Out Financial Crisis Reaping RewardsWorkers who saved consistently in a 401(k) plan during the five years that included the financial crisis are reaping the rewards.
August 25, 2014
Revenge of the Variable AnnuityVAs, a much-derided investment product, may be central to the future of retirement.
August 25, 2014
Recharacterizing Roth IRAs Smartly: Use Multiple RothsDespite the benefits that recharacterizing a Roth conversion can offer, this route can sometimes function as a double-edged sword.