Through the Mortgage MazeNov 1, 2006,By Kevin McKinley Many older clients still have mortgages. How to advise them on whether to retire this debt... Partners in CareNov 1, 2006,By Stephen D. Gresham and Glen G. Gresham Preparing your clients for retirement may mean helping them prepare their parents too.... Coping With a Pre-Retirement Curve BallOct 1, 2006,By Halah Touryalai Ten years ago, Barbara Reeb was 59 years old and ready to retire into a life of comfort and leisure or so she thought.... Home, Sweet Piggy Bank?Oct 1, 2006,By Christopher O'Leary Disabuse your client of the notion that residential real estate is a good retirement strategy - or even a good investment... Trading SpacesOct 1, 2006,By David A. Geracioti Upon retiring, Larry Heller's clients had to wrestle with a unique problem: mortgage or no mortgage?... Deciphering the Rules of Retirement AdviceOct 1, 2006,By John Churchill Some advisors have long ignored parts of ERISA when consulting participants of 401(k) plans. Now they don't have to. Still, the Street is confused over what the new pension laws really mean when it comes to reirement advice... Retiring YoungOct 1, 2006,By David A. Geracioti 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.... Caregiver for Life?Oct 1, 2006,By Stephen D. Gresham and Glen E. Gresham, M.D. Families with special needs children can become your best clients... Save for Retirement, or ElseOct 1, 2006,By David A. Geracioti Now that the defined benefit plan is in decline, Americans will ahve to take charge of their retirement. How to get employees to participate? How to save Social Security? Robert Pozen, a retirement expert and chairman of MFS, on what needs to be done.... Waiting Is the Smartest PartOct 1, 2006,By Kevin McKinley Postponing Social Security payments is often a smart idea that leads to a healthier retirement... It's Triage TimeOct 1, 2006,By Kristen French Baby boomers are hurtling toward a retirement crisis. How to play doctor with boomer nest eggs and keep your business growing... Scaling Old PeaksSep 1, 2006,By Stephen D. Gresham and Glen E. Gresham, M.D. Providing true “life advice” is fast becoming an opportunity for conscientious and serious financial advisors to earn a special designation in retirement planning... The Pension Protection Act of 2006. Hooray!Aug 18, 2006,By Halah Touryalai Pension Protection Act of 2006, which President Bush signed into law yesterday, allows Series 7-holders to provide advice to 401(k) plan participants and directs the Secretary of Labor to issue a class exemption for advice provided to IRA holders.... Retirement RouletteJul 1, 2006,By Stephen D. Gresham and Glen E. Gresham Help clients prepare to win the longevity sweepstakes... Getting Real With NumbersJul 1, 2006,By Kevin McKinley Simple ways to calculate true savings and investing records for education, retirement, and life insurance... Rolling Up the RolloversJun 1, 2006,By Lynn O'Shaughnessy Advisors who specialize in helping older clients deal with retirement plan conversions may be able to build an extremely lucrative practice... A.G. Edwards Rates Country's Piggy BankMay 1, 2006,John Churchill Much has been made of the poor savings habits of Americans. For the first time since the Depression year of 1933, the nation racked up a negative savings rate in 2005, according to a Commerce Department report... Savvy StartMay 1, 2006,By Kevin McKinley How to help clients who have just retired avoid making three common - and costly - financial mistakes... The Final RewardMay 1, 2006,By Stephen Gresham and Glen Gresham Advisors can be enormously helpful to clients facing a terminal illness... Addition by DivisionMay 1, 2006,By Janet Arrowood Providing clients going through a divorce with the right insurance can put spouses in a better frame of mind and business in an advisor's book... The Rewards of Risk ReviewApr 1, 2006,By Stephen D. Gresham and Glen E. Gresham, M.D. How to help your rich clients confront their top 10 financial risks... On Golden Pond—LiterallyApr 1, 2006,By Kevin McKinley Weekend cabins are worth a pretty penny these days. How to protect this part of an estate from the tax man.... Reaching BoomersFeb 1, 2006,By Stephen D. Gresham and Glen E. Gresham, M.D. The following letter, based on a real life situation with a friend and the friend's financial advisor, offers a peek at issues concerning boomer clients... Riding the Retirement WaveJan 1, 2006,By Stephen D. Gresham and Glen E. Gresham, M.D. Baby boomers are intent on getting the most out of life and their money for many years to come. Whether they will or not, though, is far from guaranteed.... Ignoring the Bear...And Other Mistakes Retirees MakeNov 1, 2005,By Lynn O'Shaughnessy A survey in USA Today once concluded that Americans' most deep-seated fear, after cancer and car wrecks, was running out of money during retirement. The... A Less-Taxing RetirementNov 1, 2005,Kevin Burke Fear of a too-small nest egg is the driving force behind many an advisor/client relationship. But such a high level of anxiety might be out of place.... Medicare Drug Benefit 101Nov 1, 2005,By Lynn O'Shaughnessy IN OUR NATION'S HISTORY, there have been plenty of government programs that have choked on their own red tape. So it's noteworthy when an expert, who... Doing the Family a FavorNov 1, 2005,By Kevin McKinley I've got a way to boost your tax bill right now is one of the least effective ways to generate positive client interest, second only to a sign on your... Trading Down to a Better RetirementNov 1, 2005,By Todd K. Ballenger It appears that the number of articles mentioning a real estate bubble now far exceeds the number of news stories warning of a stock market bubble before... Trolling for 401(k) TreasureNov 1, 2005,By Kristen French If you haven't gotten your hooks into enough baby boomer clients those 70 million-plus Americans born between 1946 and 1964 who are now heading toward... A Friendlier 401(k)Nov 1, 2005,By Lynn O'Shaughnessy When Congress created the Roth 401(k) back in 2001, hardly anyone, including your clients, probably noticed or even cared. Financial advisors and investors... Retiring From the RoughOct 1, 2005,John Churchill Lovers of the links are in danger of slicing their nest eggs into the drink, according to a recent survey. Columbus-based Nationwide Financial Services... Katrina and IRAsOct 1, 2005,Rorie Sherman The relief efforts related to hurricane Katrina are doing what two decades of lobbying from the wealth advisory community could not: convincing legislators... The Golden Years?Oct 1, 2005,By Stephen D. Gresham and Glen E. Gresham, M.D. It sounds somewhat crass to say, but besides being a great destroyer of health, dementia can also destroy many a grand retirement plan. The fact of the... The Client as CorporationSep 1, 2005,By Russ Alan Prince The rapper Notorious B.I.G. had it right: The more money we come across, the more problems we see. If planning for wealthy people is daunting, planning... |
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