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.
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...
There are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial...
The financial services profession offers many opportunities for advisors to help add value for their clients. When working with companies, establishing executive compensation...
An important issue in retirement income planning is choosing and adjusting the retirement portfolio’s asset allocation over time. With retirement income planning, the goal is not...
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Retirement is more than just a change in work status – it’s a major metamorphosis that touches every dimension of an individual’s life. Yet, too few Americans have financial...
This post features a comprehensive discussion of the current military pay system as well as a description of the substantial changes that become effective for active military who...