Steve Sass

  • The Great Retirement Rethink

    By Ellen Uzelac  |  October 26, 2011

    Retirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: “I don’t think retirement is the buzzword it once was. ‘Okay, yeah right, retirement. Okay, yeah right, I’ll win the lottery.’...

  • Retirement Dreams Evolve; Mentors Matter: November Research—Slideshow

    By Kenneth Silber, Research  |  October 25, 2011

    In Research’s November cover story, Ellen Uzelac examines how clients' hopes and expectations for their later years have changed rapidly — and how advisors can make the most of these challenges. Also in the issue: “Making the Most of a Mentor” and "A Lost Decade for Advisors?” discusses...

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