So much for women and children first
By Staff WriterMost married men claim Social Security benefits at age 62 or 63. This is well short of both Social Security's Full Retirement Age and the...
An insider's view: Craig Randall
Baby boomer assets
May 28, 2008
Credit crunch hits college fundingBoomers routinely wrestle with the dilemma of funding a child's college education versus saving for their own retirement. Unfortunately, the Wall Street Journal reports the...
May 28, 2008
Mutual fund ownership51,000,000 - The number of U.S. households that own mutual funds. 44 - Percent of U.S. households that own mutual funds. $10,300,000,000,000 - The amount of mutual...
May 28, 2008
Holiday retail rush falls shortAccording to the Wall Street Journal, U.S. shoppers spent furiously in the days just before Christmas. But, holiday retail sales appeared to still fall short...
May 28, 2008
Goal-based ownership transfer planThere are three steps for implementing a goal-based ownership transfer plan: Step 1: Determine the goals you want to achieve and reward within your practice. Step...
May 28, 2008
Long-term care coverage: What, me worry?Advisors may finally be coming 'round to the benefits of long-term care insurance, but their boomer clients are still sorely in need of education. One...
May 28, 2008
A really weird trend of the weekIn what can only be described as a sign of the times, Goldman Sachs suffered its first decline in year-over-year earnings in 11 quarters and...
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