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Retirement

Essential Steps for A Smooth Retirement

Retirement is more than just a change in work status – it’s a major metamorphosis that touches every dimension of an individual’s life. Yet, too few Americans have financial...

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Financial Planning

5 Ways Education Deepens Client Relationships

Today’s clients want financial advisors to do more than just assist with investment and asset management. They also seek advisors who can help them learn to use financial...

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Retirement, Retirement Blog Series

Military Personnel Face Critical Decisions as the “Blended” Retirement Program Approaches

This post features a comprehensive discussion of the current military pay system as well as a description of the substantial changes that become effective for active military...

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Retirement

5 Things to Tell Clients About Working Past Retirement Age

More Americans are saying “No” to retirement and working into their 60s and beyond. It’s the “new” old age. A 2016 New York Times article reports nearly a third of adults aged...

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Retirement, Retirement Blog Series

Annuities: Addressing Retirement Happiness, Advisor Objections, and Client Objections

In the following video series, Professor David Littell and noted retirement speaker and author, Tom Hegna, discuss the topic of income annuities and how they contribute to a...

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Financial Planning

Social Media Compliance For Financial Advisors

Financial advisors have embraced social media networking wholeheartedly, and it’s clearly helping advisors expand their practices. In a 2013 study, only 49 percent of advisors...

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Financial Planning, Wealth Management

6 Ways to Improve Your Community’s Financial Literacy

How big of a problem is consumer financial illiteracy? Statistics like the ones below show just how much Americans don’t know about managing money.

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Financial Planning, Retirement

11 Leaders in Retirement Income Planning You Need To Read

With the work of many leading retirement income planners accessible online, it’s never been easier to stay informed about the profession.

Reading what some of the best minds...

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Retirement, Retirement Blog Series

Confronting the Retirement Risk Zone

 In this post we meet with two Australian researchers whose study of retirement income risks can be applied to client portfolios across the globe.

Dr. Michael Drew, Professor...

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