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Retirement

2019 Social Security Survey Results

The future of the Social Security system in the United States is a pressing concern for retirees and anyone who is planning for retirement. 

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Retirement

Study: Americans Lack Annuity Knowledge

While many financial experts see the value of lifetime income in retirement planning, annuities remain a misunderstood financial product among consumers who are looking for...

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Retirement, Insurance, Wealth Management

The Life Insurance Agent as Financial Planner

There are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial...

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Retirement, Retirement Blog Series

Current Trends in Executive Compensation

The financial services profession offers many opportunities for advisors to help add value for their clients. When working with companies, establishing executive compensation...

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Retirement, Retirement Blog Series

Comparing Asset Allocation Approaches in Retirement Income Planning

An important issue in retirement income planning is choosing and adjusting the retirement portfolio’s asset allocation over time. With retirement income planning, the goal is...

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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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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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