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.
Category: Practice Management
The Lifetime Income Model with Phil Lubinski & Raymond Lucas [PODCAST]
Phil Lubinski of IncomeConductor and Raymond Lucas of Integrated Partners sat down with Matt Ackermann of Advisorpedia to discuss the idea behind the Lifetime Income Model.
Building Recession-Ready Retirement Income Plans with COVID-Ready Technology
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…