Displaying 9 results
The reverse mortgage seeks a home with affluent investors
Reverse mortgage options are no longer a last resort – used strategically, they can be part of financial planning in retirement, proponents say.
Retirement income literacy lacking among older Americans
The study exposes demographic fault lines in financial knowledge, with advised individuals scoring higher on several fronts.
Don’t discourage potential savers with misleading math
Scolding Americans about lost opportunity only discourages them from starting now to save and invest.
Picking an advisor who will stand the test of time
Cultivating loyalty with both members of a married couple requires that the advisor follow the same approach that leads to a successful marriage.
Purpose just as powerful as profits as a magnet for women: J.P. Morgan’s Lemkau
Speaking at the American College's Women Working in Wealth conference, the CEO of J.P. Morgan Wealth Management said the firm aims to win clients early and then ease them into ever more personalized advisory services.
3 guaranteed-income strategies for an uncertain economy
Investors are clamoring for guaranteed-income strategies this year primarily due to an uncertain stock market and spiraling inflation.
70% of advisers describe themselves as successful
American College survey finds trust, individual effort and specialized knowledge as the three most important influences on achieving success.
Surveys show Americans prefer retirement planners, lack plans
Retirement income planning is the service most sought after by both older and younger consumers, according to a survey by the Granum Center for Financial Security.
The risks of not talking about cognitive decline
Despite the difficulty of the conversation, clients are most often receptive to planning for health problems later in life, including diminished mental capacity.
