Author

Mike Werling

Mike Werling operates Red Ink, a Denver-based editorial solutions company offering writing, editing and project management services. He has 10 years of editorial experience and is the former managing editor of Senior Market Advisor.

Email Mike Werling

Losing it all to taxes

October 01, 2009

In a year unlike any other, how can advisors help boomer clients keep more of what they make in t... ...

Top-performing plans

September 01, 2009

Top-performing plans...

Congressional recognition

September 01, 2009

Congressional recognition...

529 Plans: Still a good boomer bet?

September 01, 2009

Despite recent state-initiated lawsuits, 529 inflows keep increasing and boomer parents keep saving for college....

Leave a lasting legacy

August 01, 2009

Despite the economy, boomers are still in the mood to give, and advisors are using the strategies best suited for the times....

Ranking of funds and causes

August 01, 2009

Ranking of funds and causes...

Best year ever

July 01, 2009

More advisors than ever are going independent and recruiters have their pick of the talent pool. Find out what they're looking for - and why this could be their best year ever....

The educated boomer parent

September 01, 2008

Unbelievably, too many boomer parents still save for college with taxable vehicles. Advisors need to steer them toward tax-advantaged accounts − like 529 plans. Parents know a college degree is important for their children. They know it holds...

The power of personalization: Direct marketing done right

August 01, 2008

Think direct marketing is dead in the advisor space? Think again. Advancements in client management touch points and resources put advisors on the path to prosperity. Direct marketing is a multibillion-dollar industry in the United States. Without...

Should I stay or should I go? When is it time to break the chains in your broker/dealer relationship?

July 01, 2008

What factors play into an advisor’s decision to change broker/dealers? Three of the biggest are service, compliance and culture. Does your current broker/dealer measure up or fall short? The answer could determine your next move. Ed Grogan...