Life Planning

It's How You Arrive

by Tracey Longo

That's exactly how Sacramento, Calif.-based Hanson McClain built a firm With $1.2 billion in assets.


Clients Ticked Off At Their Advisors The economic and investing hard times that began last summer have taken a toll on the collective psyche of...

Living Long, Living Well

by Tracey Longo

Retirees' fears of outliving their money propel longevity insurance and annuities.

Sweet Deal

by Tracey Longo

High-income individuals soon will be able to convert traditional IRAs and 401(k) plans to Roth IRAs.

Under Pressure

by Marla Brill

A recent Supreme Court ruling opens the door for advisors to 401(k) plans to be sued by individual plan participants.

Retirement Good Fortune

by Joel Bruckenstein

When the goal at hand is just to look at retirement scenarios, Silver Financial Planner will serve you well.

Serving The Underserved


First Genesis has carved out a niche and become one of the largest firms in the country serving African-Americans.

Retirement Doesn't Always Equal Happiness

by Roy Diliberto

People shouldn't retire just because society tells them to.

Retired Millionaire, Revisited

by Tracey Longo

Retiree Mike Kelly, a former banker, manages to live well on less than $60,000 a year.


Former Fed Vice Chair Reflects On Financial System Slump It's the recovery, stupid. Forget all the endless talk about a recession...

Means To Meaning

by Mitch Anthony

The modern struggle to have a life while making a living.

A Better Mousetrap

by Craig L. Israelsen> Craig L. Israelsen

Pure Target indexes deliver simple sophistication to investors.

Unfinished Business

by Andrew Gluck

A 36-year-old computer geek who made $12 million on the 2002 sale of his advisor software company is back with a vengeance.

Measuring True Risk

by Roy Diliberto

Grab your thesaurus! Advising your clients can become a lesson in semantics.

A Rare Breed, Indeed

by Somnath Basu

Many more advisors need to help clients deal with debt by taking a holistic approach to financial health planning.

A New Focus On Reverse Mortgages

by Gail Liberman

Lenders are aiming at the massive market of aging baby boomers, and they want advisors to join in the hunt.

Great Expectations

by Marla Brill

One-stop retirement income funds raise interest, spark debate.

Boomers In Business

by David J. Drucker

Some boomers are starting small businesses to generate needed income in retirement. What will your advice be?

Maslow Meets Retirement

by Mitch Anthony

Here's how you can help clients develop an income stream for life.

The Changing Face Of 401(k) Plans


Choices multiply in defined-contribution plans.