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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
May 25, 2012
Many of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?
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By John Sullivan, Advisorone |
May 1, 2012
Many boomers delayed saving for retirement to save for the steep cost of their children's college education. Now, even though many boomers’ portfolios are recovering, it doesn't mean they're out of the financial wilderness just yet.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
April 4, 2012
It is not just the rich who might find themselves subject to substantially higher taxes in 2013—several initiatives in Obama’s 2013 budget proposal would eliminate many important tax benefits of retirement savings plans for upper-middle-class taxpayers.
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By Danielle Andrus, AdvisorOne |
January 24, 2012
As part of its “Managing Retirement Decisions” series, the Society of Actuaries released two retirement planning briefs in December in order to help consumers deal with some of the challenges.
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By Danielle Andrus, AdvisorOne |
January 16, 2012
The CBO released three projections for raising various eligibility ages, and they showed spending would be reduced but so would access to health care.
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By Bob Clark, AdvisorOne |
January 16, 2012
Wherein our intrepid blogger applies the logician's reductio ad absurdum argument to the current debate over applying the fiduciary standard to brokers, or not.
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By Gil Weinreich, Advisorone |
January 9, 2012
Presidential candidates often struggle to explain their economic policies in the detail sought by media questioners. But that won’t be a problem for economist Laurence Kotlikoff, running as a candidate of an Internet-based third-party platform that promises to place its top vote getter on the ballot in each of the...
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By Ellen Uzelac |
December 26, 2011
WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.
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By Bob Clark, AdvisorOne |
October 19, 2011
There's only one rational question on investment risk: How much risk does the client actually need to take to meet their own defined obligations and goals.
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By Marlene Y. Satter |
August 24, 2011
Your clients, or even your own firm, may be considering self-insuring to cover costs normally covered by health or workers’ compensation insurance, but a recent poll shows that there’s a certain amount of ignorance about the responsibilities and liabilities of a self-insured group’s member firms—and that ignorance is growing.
