Life Planning & LTC

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  Investing for a Lifetime With Life-Cycle Investing

  By Jane Wollman Rusoff  |  April 29, 2013

  A decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisor’s business—perhaps even for the entire financial services industry.

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  Financial Industry, Advisors Fail Women: Allianz

  By John Sullivan, AdvisorOne  |  April 22, 2013

  A new study finds a startling increase in the number of women seeking financial advice.

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  Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Respondents across all generational cohorts are increasingly distracted by technology.

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  IRA Cap Gives Rise to New Funding Strategies

  By John Sullivan, AdvisorOne  |  April 17, 2013

  As with the Whac-A-Mole carnival game, new regulation means new opportunity.

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  JPMorgan, Wells Fargo See Double-Digit Q1 Profits but Shares Fall on Low Revenue

  By Joyce Hanson, AdvisorOne  |  April 12, 2013

  JPM and WFC both offset lower profit margins on loans by setting aside less money to cover bad mortgage loans.

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  Going Indie? Afraid of Losing Clients? Don’t Be

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Despite fears they might lose clients when going independent, 79% of advisors who switched to the indie model in the last two years say most clients stuck by their side, Schwab Advisor Services reported Tuesday.

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  When Clients Outlive Their Longevity Insurance: QLACs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  April 3, 2013

  Favorable IRS treatment makes QLACs—deferred annuity products—more appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.

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  Even Affluent Women Fear Becoming ‘Bag Ladies’

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Fears of degenerating to the point of a destitute bag lady might elicit a smirk, but a new study from Allianz Life makes clear it’s nothing to laugh about.

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  Your Client’s Brain: Improving Financial Decisions With ‘Brain Extenders’

  By Olivia Mellan  |  March 27, 2013

  Paul Greenberg uses technology to supplement the memory abilities of older clients, leading to better decision-making.

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  Live (Not Too) Long and Prosper: Bankers Life

  By Danielle Andrus, AdvisorOne  |  March 26, 2013

  Longevity, one of the major risks investors face in retirement, is also one of the furthest things from their minds.