Boomer Market Advisor

• Everything ventured, nothing gained in money funds

  By Boomer Market Advisor  |  January 23, 2010

  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...

• Somehow we think this will change

  By Boomer Market Advisor  |  January 23, 2010

• How well do you know your baby boomer clients?

  By Boomer Market Advisor  |  January 23, 2010

  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....

• The coming boomer disability disaster

  By Boomer Market Advisor  |  January 23, 2010

  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...

• Retirement (literally) up in smoke

  By Boomer Market Advisor  |  January 23, 2010

  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?)...

• New (and favorable) long term care rules

  By Boomer Market Advisor  |  January 23, 2010

  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...

• LTCI seems to be DOA

  By Boomer Market Advisor  |  January 23, 2010

  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...

• What's your exit plan?

  By Boomer Market Advisor  |  January 23, 2010

  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...

• Where will the next generation come from?

  By Boomer Market Advisor  |  January 23, 2010

  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...

• Five ways spending changes for retirees

  By Boomer Market Advisor  |  January 23, 2010

  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....