Rick Miller

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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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  The Dangers of Too Much Liquidity

  By Michael Finke  |  December 20, 2012

  Which is better, a lump sum or an annuity?

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  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.

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  4 Misconceptions About Financial Advice From a Veteran Advisor

  By Gil Weinreich, AdvisorOne  |  July 31, 2012

  Paula Hogan has read the theoretical literature, and she’s contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.

• The $20 Trillion Question

  By Ellen Uzelac  |  November 1, 2007

  Twenty trillion dollars is roughly the amount of money that retirees in coming years will be drawing down; but no one has figured out the...