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Registered Rep.
April 11, 2014
Mark Miller |
Are You Considering Retirement Abroad? What You Need to Know Are you encountering clients thinking of retiring abroad? It's a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent between 2006 and 2012   |
AskMen.com
Jeff Wuorio |
Workplace Retirement Plan Far too many people stumble toward retirement with too little money. Understanding and taking advantage of your workplace retirement program can keep you from joining them. |
Registered Rep.
April 2, 2014
Kevin McKinley |
Old Timers, New Tricks As clients grow older, many planning concepts are targeted towards the hazy phases of their lives. But there are also several specific ages that present new prospects and strategies, especially for those in their 60s. |
Registered Rep.
March 18, 2014
Diana Britton |
The Retirement Illusion Retirement confidence is rebounding after a seven-year decline, with 18 percent of workers now very confident in their financial security in retirement, up from 13 percent in 2013. |
Registered Rep.
March 14, 2014
Mark Miller |
Prioritizing Retirement Tradeoffs How can financial advisers help clients balance short-term needs and desires against long-range goals, especially those clients in the critical years leading up to retirement? |
Commercial Investment Real Estate
Mar/Apr 2014
Humphrey & Wynne |
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros. |
Commercial Investment Real Estate
Mar/Apr 2014
Mary Stark Hood |
Cash Flow in Retirement: Reverse Mortgages or a Retained Life Estate This is the ninth article in a series on real estate gifting. Real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
HBS Working Knowledge
February 17, 2014
Michael Blanding |
Companies Detangle from Legacy Pensions Although new defined benefit plans are rare, many firms must still fund commitments to retirees. Luis M. Viceira looks at the pension landscape and the recent emergence of insurance companies as potential saviors. |
Registered Rep.
January 10, 2014
Mark Miller |
The Problem with the Glidepath A research paper argues that target date funds take risk and return off the table too quickly for pre-retirees, and that they are forcing millions of retirement investors into negative-return fixed income vehicles, mainly Treasuries. |
AskMen.com
February 3, 2014
Nick Kennedy |
Why You Don't Want Any Part Of The Obama(k) So what's the equivalent of a pre-existing condition for retirement savings? Your bills. Your debts. Your monthly financial obligations. |
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