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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

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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Retirement, Financial Planning

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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Retirement, Retirement Blog Series

Retirement Income Research Findings With David Blanchett

One of the goals of the New York Life Center for Retirement Income is to share some of the latest research in the field of retirement income planning. In a recent interview...

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Retirement, DOL

The DOL Fiduciary Rule: Where Are We Now?

After a seven-year journey through the legislative process, the Department of Labor fiduciary rule proposed by the Obama administration in 2010 finally went into partial effect...

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Wealth Management

The Philosophy of Goal-based Investment Planning

Most of us view our investment portfolio as numbers on a screen. These numbers go up, sometimes they go down. If we invest more in stocks, they tend to bounce around more and...

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