Retirement

Retirement strategies >>

Joelyn Brickner
Alex Yoo: Through words and deeds, Pt. 1
Article posted by Joelyn Brickner
When Alex Yoo retired from fighting fires, he decided he'd help people by becoming a financial advisor. “Whatever I did, it had to be a profession that would leave a lasting impression — like a thumbprint on a piece of clay — on peoples’ lives.”

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Investments >>

Roccy Defrancesco
When underperforming the S&P 500 is a good thing
Article posted by Roccy DeFrancesco
If you are tired of clients or potential clients pointing to the S&P 500 index as their investment benchmark, use the information in this article to help them understand that the S&P 500 has far too much risk to be used as a benchmark for an overall wealth building portfolio.

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Economy >>

Mike Anthony
When Medicaid and tax rules collide
Article posted by Mike Anthony, JD, CMP™
I noticed several incongruities between long-term care Medicaid rules and tax rules that every advisor should know and understand. So before you get too busy filling out your 1040, I thought I’d recap some good ways to make sure you and your clients are ready.

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Retirement plans >>

Alanna Ritchie
Defined benefit plans and the impact on the annuity market
Article posted by Alanna Ritchie
As more companies join ranks as DC plan providers, both the primary and secondary market can expect new consumers interested in reliable and flexible financial products.

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Regulatory >>

Melissa Hillebrand
Ranked! Here are 2015's top schools for insurance degrees
Article posted by Melissa Hillebrand
The time to recruit the next generation is now. Start by hitting up the schools with the top 10 programs.

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