Recently, I've been pondering the differences between thinking and knowing. We've all heard that "knowledge is power"—and in our business, it helps to know about a variety of investment topics. More knowledge is a good thing, right? Well, maybe.
September 9, 2015 at 1:30 PM
Recently, I've been pondering the differences between thinking and knowing. We've all heard that "knowledge is power"—and in our business, it helps to know about a variety of investment topics. More knowledge is a good thing, right? Well, maybe.
Topics: Asset Management & Investing
April 30, 2014 at 1:30 PM
As a financial advisor, you must help clients consider their personal life expectancy, as well as their spouses', for pension planning. Understandably, life expectancy and survivor benefits are some of the most difficult factors to discuss.
Topics: Retirement Income Planning
April 29, 2014 at 10:00 AM
Pension payout options may intimidate or even frustrate some of your clients. With 25 or more annuity choices, as well as a lump-sum option, this can—understandably—be a daunting decision.
Topics: Retirement Income Planning
This material is for educational purposes only and is not intended to provide specific advice.
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