Does a Business Owner Ever Really Retire?
Business owners have a unique view of retirement because they look at retirement as some future event that happens to others – not to the business owner.
The Impact of Retirement Age Uncertainty on Retirement Outcomes study encourages planners to consider modeling early retirement to ensure clients are prepared.
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Business owners have a unique view of retirement because they look at retirement as some future event that happens to others – not to the business owner.
Within the world of retirement income planning, the siloed nature of financial services between investments and insurance leads to two opposing philosophies about how to build a...
The future of the Social Security system in the United States is a pressing concern for retirees and anyone who is planning for retirement.
Pursuing your CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a proven way to gain specialized knowledge in key areas of financial planning and elevate your practice. The...
While many financial experts see the value of lifetime income in retirement planning, annuities remain a misunderstood financial product among consumers who are looking for...
A well-respected financial advisor once shared his advice to clients who dreamed of buying a motorhome and traveling across America as soon as they retired.
“I’d tell them ‘Sure!...
Behavioral finance is a trending topic in the wealth management discussion. Understandably so––behavioral finance meshes psychology and economics to explain how investors make...
In 1998, scholars Daniel Read and Barbara van Leeuwen asked participants to select an apple or piece of chocolate prior to engaging in the experiment. After making their choice,...
Watching and reading the news can become a habitual activity when you’re an investor, especially when there’s trading news that is applicable to your investments. And if the news...