Retirement Lists
Read about the top trends affecting retirees, including their lifestyle choices, investments and related topics.
July 03, 2014
5 more tips for making the most of Google (tips 11-15)Everyones favorite search engine might just be your most underutilized prospecting tool.
March 07, 2014
Getting Clients to Follow Your Advice: The Overspending RetireeOlivia Mellan and Kol Birke on what to do when your now-retired clients spend much more than youand theyplanned to spend.
January 27, 2014
How to Get Clients to Follow Your AdviceIts one thing to give good advice another to get clients to follow it. Behavioral finance experts Olivia Mellan and Kol Burke offer techniques.
November 04, 2013
20 Best & Worst Cities for Pension FundingThe woes of public pensions are big news, but not all are in crisis.
October 01, 2013
What Advisors Need to Know About the New Reverse Mortgage RulesGet ready to field more questions about the pros and cons of reverse mortgages and how to use them as an estate planning tool.
August 21, 2013
Accumulators are a growing focus among firmsThe survey reports rising interest among respondents in serving young investors.
August 21, 2013
Accumulators are a growing focus among firmsThe survey reports rising interest among respondents in serving young investors.
June 02, 2013
How to Give Clients Peace of Mind This SummerGet ready to explain a principal preservation strategy for retirement plans if the summer stock market doldrums return.
May 10, 2013
Generation stressYoung people in this country are stressed about their finances and there is really no reason why they shouldnt be.
May 10, 2013
Generation stressYoung people in this country are stressed about their finances and there is really no reason why they shouldnt be.