Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
RIA clients keeping their money in investments
By Staff WriterA majority of registered independent advisors (RIAs) say their clients are not cashing out their investments. Meanwhile, almost half of RIAs (41 percent) say they...
March 01, 2009
Advisor, Know ThyselfOlivia Mellan, the veteran IA columnist, psychotherapist, and money coach, suggests that in helping clients plan their retirement, it's essential not only to determine clients'...
March 01, 2009
The Affluentialist: Risky BusinessWhen a son or daughter steps in to take over the chief executive chair of a family business, timing is everything. The client, the business,...
March 01, 2009
Complex and Customized, but Also DisconnectedSince retirement planning is now "more complex and more customized," says Dennis Gallant, the former Cerulli analyst and now president of his own research firm,...
March 01, 2009
Searching for SecurityAs affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a...
March 01, 2009
Road Maps for the Third AgeConsider maintaining a library of Third Age literature and inspiring magazine articles to lend your clients as recommended reading between visits. These five books would be...
March 01, 2009
Learning New WaysHow will you be able to gather net new assets? Will providing the same advisory process that -- by the way -- just lost about...
March 01, 2009
The Bright Side of Non-Retirement"The whole notion of retirement does us all a disservice," says Daniel Wishnatsky, a planner who owns Special Kids Financial in Phoenix. "Horses are retired....