Ask the Experts

Small changes now can help women retire more comfortably

Everyone is finding preparation for retirement more difficult, but women face challenges that are unique to them. …

November 17, 2009

Six standards of client communication in a downturn

Thirty percent of consumers in the U.S. have expressed they want more communication from financial institutions regarding the economic crisis, specifically. What can advisors do to better communicate with boomer clients about what's going on?…

February 12, 2009

Care in a crisis

Given the economic crisis, many baby boomers believe they will be unable to pay for long term care insurance if they ever needed it and are using their savings to pay off day-to-day expenses. When it comes to long term care, many say …

December 18, 2008