Retirement

Retirement strategies >>

Ike Devji
An emergency checklist for advsiors and clients: essential legal and financial documents
Article posted by Ike Devji
Finding key documents under stress — or worse, having to have someone else sort through the entirety of the paperwork you have hoarded after an emergency, death or other crisis — is often impossible. This is the list of the most essential legal and financial paperwork that you should be able to lay hands on or instruct others to easily find.

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Investments >>

kstartt
An exit plan for the running of the bulls?
Article posted by Kevin Startt
A couple of weeks ago, I read that one of the instructors at the running of the bulls in Pamplona, Spain had been pinned and gored. It made me wonder, with the lack of boredom in the markets this summer in capital markets across the world, if we might be headed for the goredom of a volatile autumn.

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Retirement plans >>

Paul Wilson
The big five: The 2014 Retirement Advisor magazine's Advisor of the Year finalists
Article posted by Paul Wilson
After months of poring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists.

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Economy >>

Jim Donelson
6 strategies for your clients to reduce how much money they'll need for retirement
Article posted by Jim Donelson
With the unsteady future of traditional retirement programs designed for seniors such as Social Security and Medicare, it's essential that you tread lightly when advising your customers. But if you can impart these ways to reduce how much money will be needed when they finally call it a career, you can alleviate a lot of that uncertainty.

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Regulatory >>

Tony Walker
The 7 costly mistakes your clients make, Pt. 6: Leaving your cow in the wrong stall
Article posted by Tony Walker
Be sure to talk to your clients about their retirement options and whether they’re eligible for a Roth IRA. You’ll be glad you did — and your clients will most likely worry less about their retirement as a result.

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