Life Planning

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Grown Up, But Not Gone

by By: Tracey Longo

The real threat to clients' retirements may be living in their basements.

Affairs Of Estate

by By: Andrew Gluck

Advisors who thrive in estate planning excel at helping clients identify their goals.

Portfolio Tides

by By: William P. Bengen

Bill Bengen examines how to orchestrate your clients' retirement withdrawa plans.


MassMutual Expands Retirement Income Focus MassMutual Financial Group created MassMutual Retirement Income (MMRI) for the retail...

Diamonds In The Rough

by Ken Ziesenheim

The new Pension Protection Act offers opportunities for advisors, if you know where to dig.

Becoming Fashionable

by David Drucker

Do large financial institutions know something about life planning?


New Firm To Invest In Advisory Businesses The latest entrant into the consolidation game, Private Wealth Management (PWM), opened its doors in...

Distribution Nightmare

by Gregory Bresiger

Make this mistake with an IRA and there's no second chance.

The Ethical Testament

by Bruce W. Fraser

Ethical wills incorporate a new concept: sharing values and principles.

State Death Taxes Matter, Too

by Eric L. Reiner

Federal estate tax uncertainty breeds state estate tax uncertainty.

Conference Roundup

by Tracey Longo

Meeting the demands of baby boomer clients led content at the 8th Annual Financial Advisor Symposium.

The Vitamin Cs Of Successful Aging

by Mitch Anthony

The right attitude will make all of the difference for a happy, healthy retirement.

Can You Help RINKs?

by Gregory Bresiger

They have no student loans and kids to worry about, but they can challenge the resources of your practice.

Seniors Suit Up For Life In RVs

by Bruce W. Fraser

Boomers' wanderlust could provide a bonanza in fees for advisors.

The Fountain Of Extended Longevity

by Mary Rowland

Increasing life expectancies are-or should be- changing fundamental planning.

Retirement Is The Wrong Word

by Richard B. Wagner

Finding the right words to describe people of a certain age.

Bonus Content - A New Golden Pond

by Bruce W. Fraser

A new generation of baby boomers faces retirement-and new uncertainties.

When It Pays To Delay

by Marla Brill

Taking Social Security benefits early may not be best.

Symposium Roundup

by Tracey Longo

Event shows how to transform your practice to meet retiring boomers' needs.

Competing As A Family Office

by Hannah Shaw Grove & Russ Alan Prince

Multifamily offices provide many services, including estate planning and family security.

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