Boomers say they won’t retire – here’s the problem
June 5, 2012 by Jake Simms
The stock market crash of 2008 has many Baby Boomers making a bold prediction:
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June 5, 2012 by Jake Simms
Here’s the advice clients really need now
May 31, 2012 by Jake Simms
Fact: 58% of of workers don’t have a financial plan in case of an emergency.
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Who’s letting their 401(k) slide the most?
May 29, 2012 by Jake Simms
One big group of investors isn’t saving enough for retirement:
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Who needs 401(k) education the most?
April 12, 2012 by Jake Simms
You may be focusing your retirement-planning efforts on the wrong people.
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Show – don’t tell – and they’ll save more
April 10, 2012 by Jake Simms
You can only tell employees “Max out your 401(k)!” so many times.
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The clients who need your help the most
February 9, 2012 by Jake Simms
Many financial advisors focus on clients in their prime income-building years. That may be a mistake.
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Could your clients be jeopardizing their retirement?
January 25, 2012 by Jake Simms
One of the few positive developments of the Great Recession is now in reverse mode:
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Retirees lose big when they live here
January 17, 2012 by Jake Simms
For clients nearing retirement, where they settle down is nearly as important as how they budget their golden years.
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Why some folks may never retire
November 17, 2011 by Jake Simms
The market crash of 2008 has made many Baby Boomers drastically re-think their retirement plans.
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Clients counting on Social Security? Show them this
September 13, 2011 by Jake Simms
Presidential candidate Rick Perry recently called Social Security a “Ponzi scheme.” Is he right?
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