Retirement

Investments »

Melanie Waddell
DOL fiduciary rule will cost firms $3.9 billion: FSI study
Article posted by Melanie Waddell
The fiduciary rule will be a big headache for small BDs and advisors, FSI says.

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Retirement strategies »

Christopher P. Hill, RFC
Why you should start taking Social Security as soon as possible
Article posted by Christopher P. Hill
In most cases, the best way for clients to maximize retirement resources is to take as much Social Security income as they possibly can, as soon as they can.

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Regulatory »

Steven McCarty
In trust we trust: Five classic strategies for higher sales
Article posted by Steven McCarty
The best sales ideas focus on trust-building. Such techniques create relationships, not transactions, which is ultimately more profitable for both advisor and client.

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Economy »

Christopher P. Hill, RFC
What do balloons and the stocks have in common? They both geometrically inflate
Article posted by Christopher P. Hill
Most of us have seen a clown or magician who blows up balloons and transforms them into lively shapes and sizes. Watching these balloon experts in action can be quite an entertaining experience. They are very talented and make their craft look so easy.

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Retirement plans »

Marlene Satter
10 most expensive states for retirement health care
Article posted by Marlene Y. Satter
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.

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