Retirement

Retirement strategies >>

Paul Wilson
Top five regrets of the dying (and why advisors should care)
Article posted by Paul Wilson
Bronnie Ware is an Australian nurse who spent years working in palliative care and caring for patients in the final weeks of their lives. She recorded their most commons regrets.

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Investments >>

Lew Nason
Providing a lifetime retirement income
Article posted by Lew Nason
There is much to consider when helping clients in their retirement years and many questions that need answers. One of the most important questions for you is: What's more important, the amount of money your clients have invested, or the amount of income they get to spend?

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Economy >>

William Meyer
Top 10 Social Security myths: Part 1
Article posted by William Meyer
Any one of these Social Security myths could derail a client's retirement plan.

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Regulatory >>

John L. Olsen, CLU, ChFC, AEP
Does your firm have a threat assessment committee?
Article posted by John Olsen
When weaknesses are identified and appropriate strengthening measures are applied, those measures will not merely reduce a firm's vulnerability to attack; they will also reinforce the firm's primary mission, which is (or should be) “to produce an increasing volume of suitable product sales and thus help our clients to achieve their financial objectives”.

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Retirement plans >>

Vanessa De La Rosa
Q&A with five of the most successful advisors in the industry
Article posted by Vanessa De La Rosa
Here’s a recap of what the five Advisor of the Year finalists had to say about education, holistic planning, inflation, annuities, work-life balance, the biggest challenges to the industry and how they’ve become so successful in their practices.

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