COVID-19 has accelerated the adoption of web-based collaboration tools and once again reminded investors that recessions can appear any time. Technologies like Zoom have gone from boardrooms to living rooms, and every generation has become more comfortable with a totally virtual experience. Baby Boomers looking for retirement income planning advice are no exception. Advisors have…
Category: Marketing
Peak Wealth Management Interviews IncomeConductor [PODCAST]
![Peak Wealth Management Interviews IncomeConductor [PODCAST]](https://incomeconductor.com/wp-content/uploads/peak.jpg)
“How would you feel if the market was down 30% and you needed to sell stocks to fund your retirement income?” We often discuss staying afloat during this hypothetical situation as a major advantage of adopting time-segmented retirement income planning. Suddenly, however, the discussion is not so hypothetical. IncomeConductor CEO Sheryl O’Connor was recently featured…
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…