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Finding the Right Balance of Risk for Your Clients

May 31, 2017

Risk is the degree or percentage of possibility that something bad or unpleasant will happen. Ascertaining the appropriate level of risk for an investor is an activity that must be done prior to choosing investments or deciding on asset allocation.

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Annuities in Retirement Income Planning

May 09, 2017

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.

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Clueless About Retirement: Americans Fail Retirement Income Quiz

May 05, 2017

Most retirement age Americans display a worrying lack of knowledge about what it takes to actually retire, with three in four failing to pass a quiz on how to make their nest eggs last throughout retirement.

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A Shortcut for Determining Retirement Expenses

Apr 07, 2017

Determining how much income a client needs in retirement is a critical step in building a retirement income plan. However, because of the data gathering that is required, this step can sometimes derail the plan.

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Silver Divorce: Retirement Income Planning for Late Life Divorcees

Mar 15, 2017

Silver divorce – divorce among adults aged 50 and older – is booming.

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The Financial Advisor's Guide to Helping Senior Clients Select Medicare Benefits

Feb 16, 2017

When was the last time you researched Medicare benefit options for your clients? Upon their 65th birthday, retirees must make critical choices regarding coverage that can impact the shape of their financial future.

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Appointing a Digital Fiduciary for Your Clients' Digital Assets

Jan 31, 2017

Discussing difficult subjects like death and incapacity are often unwelcome yet incredibly necessary client conversations.

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How Much of Your Client's Retirement Income Should Be From a 401k?

Dec 28, 2016

As fewer retirees receive retirement income from traditional pension plans, the role of 401(k) plans is becoming more important.

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Pros and Cons of 6 Fee-Based Options for Financial Advisors

Dec 09, 2016

One of the biggest changes in the financial services profession since the Conflict of Interest Rule was finalized has been th

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