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Feb 08, 2017
As average life expectancy continues to rise, old assumptions about aging no longer hold. Your clients will have to plan for longer retirements, with potentially higher health care costs, and it's up to you to help them shift their expectations.
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Jan 25, 2017
The new rule creates opportunities for both investors and advisors. Sponsored by Great-West Financial.
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Jun 01, 2017
Longevity Lifestyle Preparation: How to help your clients prepare to live well longer. A discussion on mind, mobility and money.
Here are a few ways Trump's presidency could influence your retirement.
The traditional approach to saving for retirement might not be appropriate after all.
(Bloomberg) -- It doesn’t seem like much to ask for—a 5 percent return. But the odds of making even that on traditional investments in the next 10 years are slim, according to a new report from investment advisory firm Research...
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Nov 15, 2016
When it makes sense for clients to resist the temptation to cash in on benefits early...
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Jun 01, 2017
Look up the word "retirement" in a dictionary and you may come across something like this: "a withdrawal from one’s position or occupation or from active working life."
It is essential that to be educated on advance directive documents in order to guide clients wisely.