Retirement strategies »

Carley Meiners
Advice from 4 financial professionals on how to talk to your clients about Brexit
Article posted by Carley Meiners
Clients are probably asking about the markets, but what exactly do you need to be telling them? We have the answers.

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Investments »

Nick Thornton
Retirement income calculators: What to know about their projections
Article posted by Nick Thornton
Be careful when using retirement income calculators: These income projection tools, which are becoming default features on recordkeeping and retail advisory platforms, generate wildly varying interpretations, say analysts at Corporate Insight.

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Regulatory »

Post-DOL rule: 5 things insurance-only licensed producers can do right now
Article posted by Roger Hayashi
Completely understanding the rule and its implications is a hard task for anyone. But insurance-only licensed producers are facing the most changes. Here's five ways to avoid substantial bumps in the future.

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Retirement plans »

Marlene Satter
10 worst states to retire rich and watch your money disappear
Article posted by Marlene Y. Satter
Here are the 10 states where you’ll likely end up feeling more like a poor relation in retirement, due to such things as taxes, living expenses, health and Medicare spending.

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Economy »

Bernice Napach
Top 4 reasons you better discuss Social Security with clients
Article posted by Bernice Napach
Among them, the risk of losing clients who would rather switch to an advisor who will.

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