Retirees don’t mind living in expensive states. Should they?
Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.
Succession planning
Benefits Think My Plan B for retiring as an adviser
A succession plan is not only for retirement but in the event of premature death, serious illness or incapacity.
Carolyn McClanahan
Life Planning Partners
Benefits Think The biggest trap of business planning? Failing to write and share your plan
This outline will help you through the process of creating a plan for your agency that includes just what you need to make it a successful year.
Wendy Keneipp
Q4intelligence
Should my wife file for Social Security retirement benefits now or delay till 70?
A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.
5 succession planning systems to watch
Deep Talent, PeopleQlik and Vibe HCM are among the companies offering applications that track employees and identify staff ready for promotion.
5 succession planning systems to watch
Deep Talent, PeopleQlik and Vibe HCM are among the companies offering applications that track employees and identify staff ready for promotion.
Benefits Think 5 options for brokerage ownership transition
Variables often center on accessing liquidity, maintaining control and preserving a legacy, but there are many more factors to consider, says consultant Bob Coen.
Bob Coen
BCI Group, Inc.