Retirement

Retirement strategies >>

Paul Wilson
Navigating uncharted territory
Article posted by Paul Wilson
In geographical terms, Herb White’s years in the financial services industry have taken him almost nowhere. In fact, his entire career has taken place within a three-block radius. Nevertheless, the journey has been long, fulfilling and successful.

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Investments >>

kstartt
The last two converts to income annuities?
Article posted by Kevin Startt
One of the chiefs of the financial planning industry, Harold Evensky, recently changed his opinion on annuities, admitting that they make sense as a lifetime retirement income source. I also recently read an interview conducted with the dean of financial advisors, Nick Murray, and even he has come around to the idea of utilizing a variable annuity as a lifetime income source.

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Retirement plans >>

Michael Markey
Why Dave Ramsey is wrong about permanent life insurance
Article posted by Michael Markey
In his arguments for term life insurance, Dave Ramsey accidentally reveals why permanent insurance can be better.

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Economy >>

southpaw
The unique struggle of the sandwich generation
Article posted by David Port
Fortunately for boomer clients supporting aging parents and college-aged children, a number of insurance products can make their money stretch farther.

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Regulatory >>

INERTIA / ASG
The power of the Pension Protection Act
Article posted by Mike Padawer
Many annuity owners now realize they may need to use those assets to cover long-term care expenses during retirement. Simply put, since the original goal for these annuities has changed over time, it may be time to consider leveraging the power of The Pension Protection Act of 2006 (PPA).

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