Like it or not, almost all of us will pass through the pre-retirement and retirement life stages. For most of us, the pre-retirement stage probably starts sometime in our fifties and the retirement stage starts in our 60s and continues until we…well, no longer need to worry about paying for our consumption of goods and [...]
Archive for May, 2010
13 May
Your Advisor: Sales or Fiduciary?
The wheels of public policy are spinning in Washington DC as the Department of Labor, the SEC, and the Congress scramble to figure our how to cure the financially sick patient: the baby boomers streaming toward retirement who will live longer than any generation before them. Conflicts of interest between asset management businesses and financial [...]
5 May
Broadening the Definition of Health
The investment management and retirement services ecosystems are in for some significant changes in the next couple of decades. These changes will mirror the state of households in the pre-retirement and retirement life stages. Increasingly, a larger share of the US population will want a guaranteed monthly check to finance their monthly consumption liabilities versus [...]
Recent Comments