Retirement strategies >>

Vanessa De La Rosa
The 10 worst states for retirees' taxes
Article posted by Vanessa De La Rosa
When your clients enter retirement, their state's tax laws can pack a big punch on their portfolios. Which states are the least tax-friendly for retirees?

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Investments >>

Sarah Schwarcz
Why are Americans putting off retirement?
Article posted by Sarah Schwarcz
The number of Americans over the age of 60 delaying retirement is down from 66 percent in 2010 to 53 percent today, according to a study by We’d like to share some takeaways from this important study.

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Economy >>

Ed McCarthy
Working with the affluent retiree market
Article posted by Ed McCarthy
If your goal for 2015 is to add fewer, but wealthier retirement planning clients, you have to read these tips.

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Retirement plans >>

Roccy Defrancesco
Compliance bombshell: New regs to curb EIUL illustration abuses
Article posted by Roccy DeFrancesco
I've been beating the drum for several years about abusive illustrations that continue to come across my desk, and now it looks like those abuses are going to dramatically change the EIUL industry.

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Regulatory >>

Steve Selengut
Fiduciaries, beware: The DOL is coming!
Article posted by Steve Selengut
As if you weren't already up to your elbows in rules, regulations and expenses, the Department of Labor has empowered itself to fine at least half of the employers/plan sponsors it audits, for multiple investment-related reasons.

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