Planning For A New Type Of Client: The Non-Retiring Retiree

The baby boomer generation always has been one to buck tradition. So it’s no surprise the same holds true in its approach to retirement. Each day 10,000 boomers hit the traditional retirement threshold of a 65th birthday.1 But many, in fact, aren’t exiting the work force at that point. Instead they are creating a new … Continue reading

Senators resolve to save retirement products from cliff | LifeHealthPro

Senators resolve to save retirement products from cliff | LifeHealthPro.

9 retirement planning mistakes your clients might be making

Retirement is a complex adjustment, with multiple moving parts. Without careful advance planning, critical elements can fall through the cracks and cause significant financial loss. Here are nine things clients approaching retirement should consider as they build a comprehensive plan for a retirement that could last 30 years or more. 1. Thinking only in terms … Continue reading

For Top Executives, Richer Retirement Plans

By FRAN HAWTHORNE Published: September 11, 2012   New York Times WITH traditional pensions disappearing, tax rates and the future of Social Security in flux and even well-known businesses facing financial trouble, many workers are worried that their company retirement plans will not provide enough income. But for the upper tier of executives, these trends could actually … Continue reading

Ethnic Marketing–How Cultural Differences Affect Retirement Planning and Saving

Ethnic Marketing–How Cultural Differences Affect Retirement Planning and Saving by Fabian Gonzalez California’s financial professionals know, perhaps better than anyone, that the emerging opportunity to serve multicultural markets is significant. Sixteen percent of the nation is of Hispanic/Latino origin, but that percentage is more than double in California (38%), according to 2010 Census data. Similarly, … Continue reading