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Financial Planning
February 1, 2013
Craig L. Israelsen |
Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks.   |
Financial Planning
February 1, 2013 |
Retirement Advisor Confidence Index: Rosier Outlook Risk tolerance and a growing taste for equities help the January index climb back after two straight declines. |
On Wall Street
February 1, 2013
Mason Braswell |
Connecting with Clients Could Lead to Opportunity Firms are partnering with their advisors to help mid-market business owner clients retire. |
Registered Rep.
January 15, 2013
Alan Lavine |
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. |
Registered Rep.
December 14, 2012
Mark Miller |
How Much Insurance Do Retirees Need? Usually more than they have now. Under-insurance is an especially acute problem with retired and pre-retirement clients. |
Registered Rep.
December 4, 2012
Gallant & Schneider |
Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal. |
Financial Planning
December 1, 2012
Suzanne Sataline |
Up-and-Down Income: Clients Who Have Variable Income When a client is a performer, athlete or anyone else with a variable income, a planner needs a special strategy. |
Financial Planning
December 1, 2012
Martin Shenkman |
Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them. |
On Wall Street
December 1, 2012
Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. |
Financial Advisor
November 2012
John C. Bogle |
The New Pension Plan The author offers five recommendations for improving our badly flawed retirement savings system. |
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