Boomer health and happiness
By Staff Writer48% -- Percentage of booomers who wish their spouse would exercise more; 41 percent wish their spouse would lose weight. 47.8% -- Percentage of...
February 12, 2009
Survey: RIA firms chart strong growthNinety percent of independent registered investment advisors say they've seen increased growth or no change in the number of new clients during the past six...
February 12, 2009
Give boomer clients a (tax) breakWriting on SmartMoney.com, Bill Bischoff points out six tax breaks to help high-income clients limit their tax bill this year. Take advantage of SEPs. Over...
February 12, 2009
Happy President's DayThe staff members of National Underwriter and its sister publications want to wish you and your loved ones the happiest possible holiday
February 12, 2009
Boomer employment and the recessionUnemployment statistics are grim everywhere, but older boomers experienced a less devastating rate in December than other age groups. Still, as the national unemployment rate...
February 11, 2009
Interview: Five Questions for the Top Retirement AdvisorMary Sterk, CFP, Sterk Financial Services, Woodbury Financial Services, Sioux City, Iowa, shares her views on the challenges and opportunities of retirement planning.
February 10, 2009
Social Security Administration braces for wave of boomers, lack of staffThe Government Accountability Office (GAO) has addressed concern over the Social Security Administration's (SSA) ability to offer satisfactory service in the wake of a significant...
February 10, 2009
Bring Down The BladeYou have to love Wall Street. There is no place else in the known universe that comes close to it for sheer unmitigated brass, for an outsized and surreal sense of entitlement and for shrugging its shoulders when things go catastrophically wrong...
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