Anna Rappaport

• 

  Retirees, Pre-Retirees Slowly Regaining Confidence: SOA

  By Danielle Andrus, AdvisorOne  |  October 18, 2012

  In 2011, prior to the U.S. debt downgrade and the most recent bout of market volatility, retirees and pre-retirees were less concerned with their finances than they were in 2009, the Society of Actuaries found.

• 

  Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice

  By Gil Weinreich, AdvisorOne  |  August 17, 2012

  Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.

• 

  Navigating the Long, Forked Road to a Retirement Paycheck

  By Gil Weinreich, AdvisorOne  |  July 17, 2012

  To annuitize or not to annuitize? That’s just one of many questions financial advisors face in the seemingly simple but actually complex effort to produce a paycheck for retirement clients.

• Retiree Confidence Returning to Pre-Crisis Level

  By Danielle Andrus, AdvisorOne  |  November 16, 2011

  Retirees are returning to their 2008 attitudes about finances, even if they’re not quite there yet. Retirees feel more financially secure now than they did in 2009, the last time the survey was conducted.

• Retirement Revised

  By Elaine Robertson Demby  |  May 1, 2008

  Remember when all retiring clients wanted was security, and all you had to do was convert the majority of investable assets into bonds? The assumption...