Retirement: preparing for an uncertain future

Article Abstract:

The author discusses problems surrounding retirement finance and suggests the use of financial planning tools which may be beneficial. Many people believe that a predetermined income amount is all that is necessary for security. However, more certainty may be gained with the use of vehicles such as annuities and insurance with coverage for long-term care, life, or disability.

Retirement planning

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Our clients will never see the big picture, as long as we focus on little pixels

Article Abstract:

The author discusses how financial planners, including insurance professionals, should adapt to client needs and to changes in the market. Working with other professionals will best serve clients' needs and ease the problem of increased competition in the financial planning market.

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Dealing with boundaries of knowledge and practice

Article Abstract:

Financial planning fashioned to meet the needs of older clients is the subject of this article which includes two case histories which exemplify the need to consider clients' relations with their extended families.

Aged, Elderly, Planning

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