Wealth2k

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  On Retirement Income, Macchia Says, Build a Floor, Then 'Expose to the Upside'

  By James J. Green, AdvisorOne  |  November 12, 2010

  David Macchia reports that the systematic withdrawal approach to retirement income has fallen out of favor with advisors.

• Patience

  By Melanie Waddell, AdvisorOne  |  March 1, 2009

  James Dew's business is booming these days. He's seeing a rush of new business from pre-retirees and retirees who are disillusioned with their current advisor...

• What Will It Mean to Be an Independent Financial Advisor?

  By Ellen Uzelac  |  June 1, 2008

  With baby boomers moving into self-funded retirement, the advisor will need to become expert at risk analysis, risk management and financial life planning. There will...

• Up to the Challenge

  By David J. Drucker  |  January 1, 2008

  Boomers have come of age to retire and that event, alone, has sparked an epiphany. Until we took notice of the fact that the oldest boomers...

• 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...

• The Longevity Race

  By Lauren Barack  |  October 1, 2007

  Perfectionists, but in a good way, is how Paul Lofties might describe the advisors he manages at Securities America. After installing the retirement distribution tool,...

• Income Solutions

  By Ellen Uzelac  |  May 1, 2007

  For the last few decades, financial advisors have gotten to be very good at wealth accumulation. It's what you do. It's where you live. But...