Retirement

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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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Retirement strategies >>

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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Retirement plans >>

kstartt
An exit plan for the running of the bulls?
Article posted by Kevin Startt
A couple of weeks ago, I read that one of the instructors at the running of the bulls in Pamplona, Spain had been pinned and gored. It made me wonder, with the lack of boredom in the markets this summer in capital markets across the world, if we might be headed for the goredom of a volatile autumn.

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Regulatory >>

Paul Wilson
The big five: The 2014 Retirement Advisor magazine's Advisor of the Year finalists
Article posted by Paul Wilson
After months of poring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists.

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Economy >>

Jim Donelson
6 strategies for your clients to reduce how much money they'll need for retirement
Article posted by Jim Donelson
With the unsteady future of traditional retirement programs designed for seniors such as Social Security and Medicare, it's essential that you tread lightly when advising your customers. But if you can impart these ways to reduce how much money will be needed when they finally call it a career, you can alleviate a lot of that uncertainty.

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