Displaying 175 results
When too much is not enough
As baby boomers retire, advisers will be dealing with many clients who have insufficient assets to fund the lifestyle they expect.
Health care is part of wealth care
If health is wealth, what would be the financial consequence if one of your clients lost his or her physical and/or mental independence?
Using a distribution glide path
What is the best way to allocate a distribution portfolio?
It’s not just keeping up with inflation
For those heading toward retirement, the latest inflation numbers should be mildly reassuring.
Women will drive boomer retirement
By now you are probably tired of hearing that baby boomers are going to change retirement.
Positioning yourself as a specialist
With millions of baby boomers entering their 60s, the entire financial services industry is focused on retirement.
Gauging retirement readiness
Wall Street has become an industry of metrics
Seeking income, growth and stability
Baby boomers are the largest U.S. population segment and the wealthiest generation the world has ever seen.
Gazing at the new-product horizon
The forces that drove the retirement marketplace in 2007 — the automatic enrollment and default option provisions of the Pension Protection Act of 2006, the aging baby boomers and a focus on the rollover market — will continue to shape product launches this year.
Giving a name to that feeling
If you have clients of a certain age, you may have noticed they realize that something is different about the five years just before and after retirement.
Boosting retirement income
While the number of millionaires grows, it's sobering to note how many Americans are not especially wealthy.
Advances put retirees in the driver’s seat
In the early days of the automobile, many people found the newfangled invention scary and intimidating.
An after-tax approach to allocation
I want to make a case for calculating asset allocations in retirement accounts on an after-tax basis. First, consider 55-year-old Peggy, who is single and believes that she will be in the 25% marginal tax rate in retirement.
Using philanthropic-planning investment strategies
The about-to-retire and the already retired have at least two things in common: Both want income they can’t outlive, and both want to leave behind a legacy. By employing philanthropic-planning techniques, a forward-thinking adviser can help clients of any age accomplish both goals — often very successfully.
Retirement security and reality
Imagine a TV reality program that follows six American retirees through daily life as they make decisions about…
