Boomer Market Advisor January 2010
Cover Story
Estate planning for your business
Enough with statistics. A zillion boomer business owners worth gazillions of dollars are looking to transition out. Why aren't you helping them? Here are the reasons you...
Features
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A good year to die
A morbid joke that's made its way through estate planning circles; if you're going to die, 2010 is the year to do it.Tax exemptions enacted...
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Five ways spending changes for retirees
Have your clients budgeted for these retirement spending changes? Are your clients planning to decrease their spending once they retire? They may not have a choice....
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LTCI seems to be DOA
By Van Mueller There are many ongoing debates in America about how to deliver affordable health care efficiently and in a way that will provide the...
Columns
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Roth IRA plus NUA equals danger
With all the buzz about Roth IRA conversions being free of income limits this year, a number of planning strategies have been put forth to...
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The boomer blueprint for retirement income
The big boomer issue is the way in which financial advisors produce income for retired clients. The current generation of retirees tends to keep an...
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Your clients expect more from your tech
Unfortunately, too many of advisors (and the firms they partner with) are not keeping up with the technology expectations of their clients. According to a...
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How sales prevention saves us
Advisors often refer to their broker/dealer's compliance department as the sales prevention department. They're all too happy to share stories about potential sales that were...
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The value of new (and flexible) income annuities
The income annuity used to be a straightforward if somewhat opaque gadget. You exchanged a chunk of money for a monthly or quarterly income stream...
Departments
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Don't let the door hit ya
Good news; jobless numbers take a slight dip in November, from 10.2 percent to 10 percent. Bad news; it's got nothing to do with your...
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Everything ventured, nothing gained in money funds
Here we go again. We seemed to have learned little about risk during the worst economic crisis the world has ever seen. "Faced with a dearth...
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How well do you know your baby boomer clients?
The majority of baby boomers are white, married, have some college education and were employed in 2006, says a report from the U.S. Census Bureau....
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The coming boomer disability disaster
Wasn't the coming generation of senior citizens supposed to be the most active of all? Good question, rhetorically asked by by Nanci Hellmich in USA...
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Retirement (literally) up in smoke
If retirement plans are on hold due to all that's happened, relax and light a joint. The Washington Post's Steve Hendrix (serendipity on the name?)...
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Somehow we think this will change
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What's your exit plan?
By Eric Schwartz As a trusted advisor, you deliver comprehensive financial planning advice to your clients, but have you focused on your retirement goals? Who can...
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Where will the next generation come from?
Broker\dealers continue to despair over the question of where, exactly, the next generation of financial advisors will come from. With the average age for current...
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The boomer case for growth investing-even now
By Michael Roberge It's been almost a year since we hit a market bottom after the longest recession in the post-World War II era. While the...
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Boomers hedge their ETF bets
Okay, so ETFs got a bit over-specialized. And they didn't hold up so well during the "Dubai Debacle" in mid-November. But now, manufacturers are betting...
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Seven funds to rebuild the retirement portfolio
Morningstar's indispensible Russel Kinnel lists seven intriguing funds launched in 2009. Clients should watch closely for good things moving forward. Akre Focus American Funds International...
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New (and favorable) long term care rules
By Tom Riekse Jr. Effective in January of this year, tax rules for various types of Life/Long-Term Care and Annuity/Long-Term Care plans will change and allow...
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Resource Library
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Move to a Better Career Opportunity with More Independence
Thinking about switching firms, whether it's for the potential to earn more money or to...
Understand the #1 Alternative Asset for Self-Directed Investors - Real...
Are you prepared to offer innovative alternative investment solutions to your clients and explain the...
Sales & Onboarding - Your Last Chance to Make a...
Start building long-term, loyal clients and advocates today by utilizing the latest research and our...
Complimentary White Paper: "Strategies on Advising Couples"
Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
Love being a financial advisor? Not getting what you need from your current firm? Hear...
The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
Find out the four crucial steps you need to follow to choose the right technology...
Advisor Tools
Business Evaluator
The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.
