The Assets: Retirement planning

• January 26, 2015

  Use “Roadblocks” to Keep Midlife Spending in Check

  Advisors can steer clients toward cheaper pursuits to safeguard retirement funds.

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• January 23, 2015

  Make Room for Robots in Retirement Budgets

  Advisors should be planning for the high-tech helpers of the future.

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• January 16, 2015

  When Clients Come in With a Get-Rich-Quick Scheme

  A desire for fast cash often hints at issues unrelated to wealth.

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• January 13, 2015

  Take the Terror Out of Spending in Retirement

  Tactics for getting clients to think clearly about lifestyle and budget.

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• January 12, 2015

  What Did You Do Last Year Besides Ride the Market?

  Real value means having clients’ backs and being there when they need you.

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• January 8, 2015

  Help Clients Take the Emphasis Off Investments

  Those who stay up nights over the next downturn are missing the point.

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• January 6, 2015

  When Should You Talk Retirement With Clients?

  Retirement may be the biggest single issue in wealth management, but when should you bring it up?

  Please Wait

  81%	From the very start. You can never get going too soon on a matter of such importance.
  19%	During the client’s peak earning phase, 10 to 15 years before retirement.
  0%	About five years before retirement. Until then, people can’t make realistic projections about their needs.

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• January 6, 2015

  LearnVest Tries Reaching Clients Through Their Employers

  The CEO says its workplace planning program is profitable, but who knows?

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• December 31, 2014

  Hard Truths About Long-Term-Care Planning (Sept. 4)

  Even experts in the field say, “It’s no walk in the park.”

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• December 31, 2014

  The Top 10 Stories of 2014

  Articles about breakaways and big firms lead the pack.

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