One of the most important parts of building good advisor-client relationships is demonstrating your professional credentials to a prospective client at the outset of the relationship, write financial experts Chris White and Richard Koonce. Also important is the ability to connect with people, they say, because clients hire people, not…
Many baby boomers are not financially prepared for retirement, experts say, so they need help to improve their situations. The strategies experts recommend include having a financial plan, maximizing tax-advantaged savings, using alternative savings vehicles such as health savings accounts, and rethinking what retirement will look like. Employee Benefit News…
Retirement savers poised to take advantage of increasing bond yields can benefit from income annuities, writes Matt Carey, a former Treasury Department policy advisor. "Payouts on income annuities are up from their post-Brexit lows," he writes.
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