In 2001, when Thom Hall, a CFP near Salt Lake City, met Randy and Terri Kelly, a couple living in nearby Ogden, Utah, they had a goal: They wanted to retire when Randy reached 55.
Upon retiring, Larry Heller's clients had to wrestle with a unique problem: mortgage or no mortgage?
Disabuse your client of the notion that residential real estate is a good retirement strategy - or even a good investment
Baby boomers are hurtling toward a retirement crisis. How to play doctor with boomer nest eggs and keep your business growing
Postponing Social Security payments is often a smart idea that leads to a healthier retirement
Ten years ago, Barbara Reeb was 59 years old and ready to retire into a life of comfort and leisure or so she thought.
Families with special needs children can become your best clients