There is a tremendous transfer of wealth taking place in the U.S. and surprisingly it is not to the children of retirees. Instead, it is to surviving spouses, who are predominantly women.
Author: Phil Lubinski
What Retirees Want
Let’s acknowledge the stress that we advisors are facing today in this new world of financial planning. Technology development is creating an atmosphere of fee compression. At the same time regulatory changes are demanding more oversight, documentation and, quite frankly, more liability than we have ever faced in our careers. According to Department of Labor…