Results for "Retirement Watch"

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Have no fear of DOL fee disclosure regs

October 16, 2011

The late TV journalist David Brinkley once mused that a successful person is someone who can build a foundation from the bricks that others have thrown at him or her. He could have been reporting on today's retirement plan marketplace. Financial...

Selling small businesses on retirement plans

August 21, 2011

As overall longevity increases, outliving retirement resources is more likely than in the past, making retirement planning more important than ever. And yet it probably comes as no surprise that retirement planning is woefully neglected, even...

Digging deep for income streams

August 7, 2011

Recent studies have shown that about 78% of the financial assets in the United States are held by retirees and baby boomers over 50. A large portion of this group isn't covered by a traditional pension plan. They will need to rely on personal...

Build a successful retirement practice

June 26, 2011

In today's highly competitive, complex and continually evolving financial services marketplace, retirement-plan-focused financial advisers often find themselves in a balancing act of serving clients, finding new prospects and managing a profitable...

Stay-at-home spouses need retirement plans

May 15, 2011

The image of the stay-at-home spouse has come a long way since the days of June Cleaver and other 1950s television moms. One obvious difference is that today's at-home spouse is less likely to be female. More significant, though, is the increasing...

Managed-payout funds provide income

November 7, 2010

Baby boomers will be the first wave of retirees to rely more heavily on their 401(k) balances rather than traditional defined-benefit plans to meet their retirement needs. To assist these retirees, financial advisers will need new tools and...

Adapting to new ideas of retirement

July 25, 2010

Investors have a new definition of retirement. Recent research has showed that many now define retirement as “when I'm unemployable” instead of “when I achieve a certain asset goal.” The idyllic view of retirement as a leisurely stroll...

Plan sponsors need some guidance

May 30, 2010

Many retirement plan sponsors don't realize they are plan fiduciaries. Still others don't understand what it means to be a fiduciary or are ill-prepared to act prudently in that capacity. Unfortunately, what plan sponsors don't know can hurt...

Sales of chronic-illness riders on upswing

March 28, 2010

With baby boomers planning their retirement and all of the talk about the rising cost of medical care for seniors, conventional wisdom would suggest that sales of long-term-care insurance would be on the upswing. Not so. According to LIMRA,...

Last year's lesson: Be frank, frequently

January 31, 2010

Irish playwright George Bernard Shaw's quip, “The problem with communication is the illusion that it has been accomplished,” assumed more relevance in the financial industry in 2009 than at almost any other time in modern history. Clearly,...

The quest for retirement income

January 3, 2010

Although the market rebound since March has helped ease retirement-funding concerns among investors and advisers alike, a sense of uncertainty lingers. Advisers are still grappling with ways to provide some measure of predictable retirement...

Becoming a boss to pay for retirement

December 6, 2009

There was a time when the three legs of the retirement stool — Social Security, pensions and personal savings — were solid. Since those legs are more than a bit wobbly these days, I advocate an improved three-legged stool for retirement...

Collaborative advice drives success

October 25, 2009

Households that regularly receive advice are better prepared financially for retirement than households that do not receive advice as often. That's the essence of the findings of a recent report, “Financial Advisors and Boomers,” that I...

Understanding the minds of retirees

May 10, 2009

Understanding how retiree investors are apt to behave can help advisers manage relationships during difficult market environments. But how can an adviser map the behavior of his or her clientele? Asking clients directly about their response...

Financial advice-givers beware

February 1, 2009

While market performance is likely to dominate retirement plan discussions in 2009, let's not lose sight of several important regulatory proposals and rule changes that will affect plans this year. The most significant of these involve investment...

The gift of more retiree referrals

December 7, 2008

As we roll into the holiday season, I want to give you a gift for 2009 and beyond: more referrals from your retired and soon-to-be-retired clients. Receiving this gift requires that you change your mind about how referrals come about, especially...

Redefining long-term diversification

November 16, 2008

With risk tolerance and potential returns plummeting as the entire U.S. financial infrastructure remains in flux, financial advisers and investors are taking a new look at investing for retirement. That process requires redefining "diversification."...

Retirement is an anachronism

October 19, 2008

The word "retirement" conjures up visions of leisurely days spent traveling, dining at fine restaurants, golfing, volunteering and getting together with friends. Unfortunately, only very, very few of us are going to be able to live the dream....

The looming crisis in caregiving

October 5, 2008

Over the next two decades, the number of Americans over 65 will double and exceed 20% of the U.S. population. The number of people over 80, who generally need more health care, will quadruple. Unfortunately, despite the greater need for health...

Overcoming clients' puny nest eggs

August 25, 2008

If you thought our health care system was in need of a fix, get ready for an even bigger crisis — insufficient retirement savings. As we approach 2011, the year that the first baby boomers are scheduled to start retiring, we are discovering...

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