Retirement

Retirement strategies >>

kstartt
Is buy and hope a slippery slope right now?
Article posted by Kevin Startt
Many financial planners and economists now believe that the safe withdrawal rate is well below 4 percent. Lifetime income options like fixed indexed annuities are ideal in this environment or when the market corrects multiple times over a retirement horizon. So what about the age-old theory of buy and hold?

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Investments >>

William Meyer
3 mistakes certain to screw up a Social Security seminar
Article posted by William Meyer
The lunch is hot and the presentation is cool, but after all the time and expense to produce a proper Social Security seminar, few meetings are booked and even fewer prospects request more information. What went wrong?

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Retirement plans >>

Frank N. Darras
Your client is approaching retirement age
Article posted by Frank N. Darras
Retirement is always a challenging stage of life, with insurance just a part of the obstacle course. Future retirees need to really consider health insurance, life insurance and annuities as part of their future retirement strategy.

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Regulatory >>

Dan McGrath
Why are companies selling life insurance in Walmart?
Article posted by Dan McGrath
It is absolutely mind-blowing that an entire industry that sells the solution to the biggest problem people will face in retirement —a problem the federal government reminds us of on a daily basis — would rather hang out in WalMart than actually help their own clients protect themselves properly for their financial future, while selling the very same products they own. The life insurance industry would rather go broke than sell people the solution to this health funding mess.

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Economy >>

Ike Devji
An emergency checklist for advisors 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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