Retirement

Retirement strategies »

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 »

rhayashifd5345
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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Investments »

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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Retirement plans »

AskLLOYD!
Helping prospects buy life insurance
Article posted by Lloyd Lofton
Specific examples of how advisors and insurance agents can make sure their clients and their clients' loved ones are covered in case the unthinkable happens.

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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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