Retirement

Retirement strategies >>

jberson
Don't die in the saddle — succession planning for financial advisors
Article posted by Jeffrey Berson
Thinking ahead is a cardinal rule of business. In addition to monitoring the daily operation of your business, you need to think about the future. We ask our clients to do this, so why shouldn’t we? And as difficult as it may be, it’s important to envision the day when you no longer will be in charge.

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Economy >>

Jason Kestler
The power of recurring revenues
Article posted by Jason Kestler
You’ve spent your entire career helping clients maximize their retirement income. You’ve helped them avoid market risk by providing "sleep insurance." Have you ever considered providing the same service to your own practice?

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Investments >>

Channing Schmidt
Show clients the important role life insurance can play in retirement
Article posted by Channing Schmidt, JD, CFP
As a financial advisor, you can help pre-retirees evaluate and implement ways to save for retirement, and to withdraw income once retirement arrives. It’s important to consider the contribution, accumulation and distribution tax characteristics of these options.

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Retirement plans >>

Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.

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Regulatory >>

kstartt
Trudging through the market mud run
Article posted by Kevin Startt
Realize we are just like the 73-year-old runner; we're at the end of the race with some big puddles, switchbacks and perils to prod through. It is prudent to take some risk dollars off the table soon and rotate, allocate and avoid the temptation to hesitate and follow the leader off the cliff.

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