Boomer Market Advisor January 2007
Cover Story
This way out
Like many financial advisors, personal experience led John Brown to his current niche. As a founding partner of the Denver law firm of Minor &...
Features
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Top exit planning experts from across the country
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Know their demands
Is it better to ask more questions or fewer? Phone call follow-ups or e-mails? Monthly newsletters or a well-crafted Web site? While answers to those...
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Strategies to create a lasting boomer legacy
Lee Pelko, 45, a Certified Financial Planner with Rodgers and Associates in Pennsylvania, and her husband Anthony, 48, are in the process of finalizing their...
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Simple facts for boomer business owners
In the right situation, a basic, easy-to-execute plan like a Savings Incentive Match Plan for Employees or a Simplified Employment Plan might make sense. The...
Columns
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Variable annuities: Retirement account insurance
Most Americans can no longer rely on pension plans or Social Security to provide guaranteed income for life. Instead, more baby boomers must rely on...
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Boomers plan to live well and die broke
A client recently told my financial advisor that the advisor's job "is to make sure that when I am buried, the check to the mortuary...
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What advisors want (and need) from technology providers
Much has been written about what advisors need and want from practice enhancement technology. Most of it has focused on specific applications. At this point,...
Departments
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A victory for common sense?
We shouldn't have been surprised. A week after our interview with NASD Chairman and CEO Mary Schapiro for the 2007 Product and Trend Issue (and...
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Get the most from a boomer business
Whether it's a simple cross-purchase agreement or a complex exit plan, techniques to help boomers get top dollar for their business are developing at a...
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Boomer women expect to be alone
Women clearly have gotten the message that they are likely to spend at least some of their retirement years alone because of divorce or the...
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Out and in need of advice
The MetLife Mature Market Institute and Zogby International found that gay and lesbian baby boomers have more distinct concerns about aging with regard to financial...
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Should I establish my own RIA?
A decade ago the answer was simple. Most broker/dealers didn't have corporate RIAs, and regulatory hurdles were low, so 90 percent of the branches that...
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Boomer allocation -- what to watch for in 2007
Considering the many changes in the capital markets since 1970, however, it's important to keep in mind that investment returns for stocks and bonds are...
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