Plan consultants are the critical link in the advisor-plan relationship so it makes sense to focus on hiring, training and retaining the right staff for that role. Several successful consulting firms shared insights on how they do it...
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(Bloomberg) -- With the future of Social Security in question and a dangerous shortfall in many Americans' savings, five states are testing out bold and controversial legislation to get people to put away more for retirement. The new laws...
Chances are that several of your retirement-age clients are considering some significant home remodeling work in the near future. When they do, they are likely to consult with you about finding the money to pay for it...
(Bloomberg) -- Work can be tiring, all right. But how is it that people considered too old to sit at a desk are young enough to play 18 holes of golf?
These days, a lot of Americans are retiring while they still have years of good health in fr...
Control the things you can control. We’ve all heard the mantra when it comes to personal financial planning, and it usually refers to the accumulation side of a retirement plan—factors such as investment cost, contribution amounts and...
With individual retirement account assets exceeding $7 trillion, advisors need to be familiar with prohibited transaction rules.
Retirement Woes Won’t Go Away
Courts consider various factors in determining enforceability
