Retirement Plans

Fifteen retirement readiness tasks for clients

Wednesday, April 25th, 2012

In May, U.S. insurer Met Life issued a 28 page report, quantifying where Americans stand in terms of their preparation for retirement. This readiness index measures fifteen tasks – attached to the report is a questionnaire that advisors can take clients through to benchmark where clients stand on each task and identify areas to work […]


The Coming Retirement Revolution – and What it Means to You

Wednesday, November 2nd, 2011

The coming retirement revolution – and what it means to you Most advisors look to seniors as a core part of their client base. That’s why it’s essential to understand how boomers are going to transform retirement, just as they have redefined every other stage of their lives. Let’s look at two new two pieces […]


Helping Clients Close the Retirement Gap

Wednesday, November 2nd, 2011

“How do I close the gap on hitting my retirement goals?” If you’re meeting with clients in their 40s and 50s, chances are you’re run into that question. Weak equity markets over the past decade, low interest rates and a new consensus on a muted outlook for future returns means that some clients who five […]


The Coming Retirement Revolution – And What It Means To You

Wednesday, September 28th, 2011

The coming retirement revolution – and what it means to you Most advisors look to seniors as a core part of their client base. That’s why it’s essential to understand how boomers are going to transform retirement, just as they have redefined every other stage of their lives. Let’s look at two new two pieces […]


Today’s Most Important Client Conversation

Wednesday, November 24th, 2010

Of all the assumptions that go into retirement plans, none has a bigger impact than the expected return on a client’s portfolio. Media coverage about the returns investors can expect is not generally helpful in bringing clarity to this question .  Often the media features attention-seeking apocalyptic voices of doom. And in part it’s because […]


Ten Steps to Boost Your Resiliency

Wednesday, July 21st, 2010

There are many qualities that are essential for advisors to succeed – focus, self discipline, a strong work ethic and good listening and communication skills to name just a few. But there’s one other essential quality to success, especially during tough markets such as we’ve seen of late – that quality is resiliency, the ability […]


Doctors’ retirement plans on life support

Monday, February 9th, 2009

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