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

Caveats to Weigh When Evaluating the CDA

The feature on contingent deferred annuities portrays a generally positive future for these newfangled insurance products, one that could yield a significant revenue stream for fee-based investment advisors. Financial professionals would be wise, however, to consider some caveats before investing much time and resources in this nascent market. Let’s start with a big one. The … Continue reading