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AskMen.com
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September 2008
Mike Sheets |
Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years. |
Investment Advisor
September 2005
Joni Youngwirth |
Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients. |
The Motley Fool
October 14, 2009
Chuck Saletta |
Are You Too Old to Start Investing? No matter how little working time you have left, you should be investing. Even if retirement is just around the corner, remember that you're looking for money to help get you through the rest of your life. |
Registered Rep.
November 1, 2002
Ruth Halcomb |
When Affluenza Strikes It can be every advisor's dream. But for those unprepared, it can become a nightmare. Lesson No. 1: The nouveau riche aren't like you or me. Emotions can run high as erstwhile family members and charities look for a chunk of their money; truly, handholding can become a huge part of your job. |
Registered Rep.
October 4, 2011
Charles Paikert |
Working With Pro Athletes: Dream Clients Can Also Be A Nightmare In theory, working with professional athletes sounds like a wealth manager's dream come true. But be careful what you wish for, say veteran observers: working with professional athletes can also be a nightmare. |
Financial Planning
March 1, 2005
Christopher Franklin |
Beyond Bling Athletes must understand old-school financial values. That's the best lesson a planner can impart. Financial planners successful with the education process will have a client for life, not just for the flash years. |
Financial Planning
October 1, 2011
Martin Shenkman |
Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities. |
Investment Advisor
September 2006 |
Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life. |
The Motley Fool
April 6, 2010
Dayana Yochim |
The Problem With Saving 10% of Your Paycheck Follow this rule of thumb ... if you never want to afford retirement. |
The Motley Fool
September 24, 2004
Tim Beyers |
The 20-Bagger That Wasn't One investor learns the hard way that skyrocketing stock prices never last. Here's the story of what went wrong with his investment in Sun Microsystems and how you can prevent it from happening to you. |
The Motley Fool
June 28, 2004
Selena Maranjian |
Retirement Funds Ballooning Investors have fatter retirement accounts, with much in mutual funds. |
Financial Planning
September 1, 2013
Christine Fahlund |
Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients. |
