Retirement Planning

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Book Helps Advisor Avoid Prospects Looking For 'Gunslinging Stockbroker'

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Eric Brotman wrote the book "Retiring Wealthy" to be a thought leader in the industry and his community.

Adding Elements Of Life Planning To Your Retirement Process

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They can bring dramatic changes to your relationships with clients, says advisor and columnist Robert Laura.

Top 10 States With The Best Tax ROI

by FA Staff

These 10 states provide the best services for residents compared with the taxes they pay.

Money Pouring Into ETFs, But Most Investors Still Don't Use Them

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Advisors should do better at explaining the benefits of ETFs to clients, say BlackRock officials.

EBRI: Retiree Confidence Nearly Doubled Since Recession

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Nearly 40 percent of retirees think they will continue to live comfortably, but those still working are less optimistic, says EBRI's annual retirement confidence survey.

This Is the Worst Retirement Solution Ever

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Want to improve your chance of having a comfortable retirement? Just work longer to make up for your financial shortfall, we read. And a lot of people buy it.

United Capital Studies Clients' Secret Needs And Desires

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The results of a six-month study suggested advisors who want to help their clients reach their life goals need to take a different approach.

Many Pre-Retirees Do Not Know How Much Money They Need

by FA Staff

A minority of baby boomers and Gen Xers know what they need to be saving for retirement, Limra says.

A Webinar On How To Get Financially Fit

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A free webinar for 20- to 40-year-olds will tell them how to get financially fit early in their careers.

Employees Lack Understanding Of 401(k) Plans

by FA Staff

A new Guardian survey shows employees like their 401(k) plans but may not understand them well enough to take full advantage.

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