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Although Annapolis, Md., advisor Mike Scarborough's traditional services have long included investment management, retirement income management, estate planning and risk management, Scarborough says it was his focus on 401(k) and 403(b) savings plan management services (for clients participating in company-sponsored retirement plans) that helped set his firm apart.
September 23
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Aging retirees are posing new challenges for the planners who council them.
September 22 -
Advisors have to get past clients’ reluctance to discuss issues related to illness and death.
September 21
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Advising clients to purchase long-term care insurance isn’t the no-brainer it used be.
September 20
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Low rates and longer lives make the conventional wisdom of 4% withdrawal rates obsolete.
September 19 -
Unexpected pitfalls often cast a pall on clients’ dreams of retiring to foreign lands.
September 19
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Eight ideas for clients thinking of retiring to exotic locales.
September 18
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A new study by retirement and investment trends research firm Hearts& Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.
September 17 -
Dealing With Cognitively Impaired Clients
September 17
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Target Date Funds: Different Strokes for Different Folks
September 13
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Roth 401(k)s Give Young Investors a Leg Up
September 12
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Estate Planning: 4 Critical Considerations
September 11
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For Retired Clients, Dump the Life Insurance Policy?
September 10
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More financial firms in the retirement space are considering the lifetime value of consumers.
September 10 -
A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers--currently 55%, up from 43% in 2010--showing an increased focus on younger investors.
September 10 -
A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.
September 9
