Mathew Greenwald

About the Author

Mathew Greenwald

Leading industry researcher and consultant Mathew Greenwald, president of Mathew Greenwald and Associates, continues his series on effective wealth management strategies for demanding high-net worth baby boomers.

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  Six Long-Term Care Lessons

  By Mathew Greenwald  |  March 26, 2012

  A recent survey by John Hancock provides insights on a key area that advisors should try to address more directly: the failure of most people to prepare for the financial risk associated with the need for long-term care.

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  Look at Both Sides of Retiring Clients' Balance Sheets

  By Mathew Greenwald  |  March 28, 2011

  Many financial advisors take, I believe, too narrow a view of their retiring clients’ finances to give them the most effective advice.

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  Widening the View of Risk Tolerance

  By Mathew Greenwald  |  February 15, 2011

  One of the most valuable services a financial advisor can provide to retired clients is an assessment of the finance-related risks they face.

• Maximizing the Opportunity the Social Security Administration Has Created

  By Mathew Greenwald  |  January 3, 2011

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  Two Just-Plain-Wrong Retirement Solutions

  By Mathew Greenwald  |  October 26, 2010

  There are major differences between investing for people who are accumulating for retirement and investing for people who are retired and need regular income for their living expenses.

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  Push for Underwritten Lifetime Income Products

  By Mathew Greenwald  |  October 4, 2010

  Advisors need to ask for products that can help their clients.

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  Forget Asset Allocation, Move to Income Allocation

  By Mathew Greenwald  |  July 1, 2010

  My research indicates that advisors use a variety of approaches to produce client income. There are advisors who take two years of their clients' income,...

• An Issue of Retirement Product Compensation

  By Mathew Greenwald  |  June 1, 2010

  An executive at a major distribution company recently told me he doesn't think fee-only financial advisors who recommend immediate annuities should be compensated for the...

• A little known retirement provision

  By Mathew Greenwald  |  May 1, 2010

  Almost all of your working clients will soon be confronted with decisions about long term care insurance. I believe retirement advisors should be knowledgeable on...

• The power and perversity of reduced retirement expectations

  By Mathew Greenwald  |  April 1, 2010

  Most economists believe that the U.S. economy is recovering from the Great Recession. But it's clear that investors maintain a low expectation for our economy....