Now is the ideal time for advisors to turn 401(k) account holders into clients, he said.
The psychological adjustment to receiving a lot of money can take years, they say.
The top cause of concern was inflation, especially healthcare costs.
Lightship Wealth Strategies of Lower Falls, Mass., operates with a team of five advisors.
The lawsuit maintains the firm broke the law when it denied the advisor his deferred compensation when he resigned.
Strategist David Kelly noted that the so-called "misery index" is at one of its lowest points in 60 years.
A federal court is being asked to decide who should arbitrate the company's non-compete complaint against the former rep.
Here's what advisors really think about the DOL rule.
The market has been led by growth so long, dividend stocks have become cheaper, said these analysts.
Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.
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