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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, 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, 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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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, Retirement Blog Series

Practical Considerations in Health Care and Long-Term Care Planning

Consumer studies continue to identify health care and long-term care costs as top concerns. Advisors helping clients prepare for retirement need to be able to help clients...

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Retirement, Retirement Blog Series

Annuities in Retirement Income Planning

In this series of interviews, professor Jamie Hopkins and I talk with retirement income expert Curtis Cloke about using income annuities in a retirement income plan. The...

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Retirement, Retirement Blog Series

Help Your Clients Learn about Retirement Income Planning

The 2017 RICP® Retirement Income Literacy Survey once again reminded us that consumers do not know a lot about retirement income planning. Three-fourths of the 60- to...

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