Blog Entries in Retirement Planning

Blog Entries in Retirement Planning

Building your circle of influence with healthcare pros

By ByAllAccounts, Podcast Series on Wednesday, April 30th, 2014

ByAllAccounts, Podcast Series

If you are a regular reader of our blog you know that we’ve been running a series designed to help advisors with their healthcare planning needs. These blogs include tips for providing clients with LTC, estimating healthcare expenses, and 5 facts you need to know about medicare. Making the case to provide healthcare planning capabilities will vary by firm depending in part on the demographics of your clients. The decision on what level your firm will support it requires careful consideration...Read More »

4 Business-Friendly Options for Providing Clients with Healthcare, LTC Services

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Monday, April 21st, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

This is a period of uncertainty for fee-based independent financial advisors. On the one hand, ‘robo advisors’ are seeing some success in attracting assets with their consumer friendly interfaces, readily accessible data and low-cost approach. On the other hand, aging Baby Boomers are increasingly turning to advisors for long-term care (LTC) planning and elder care information, advice that requires specialized expertise...Read More »

Healthcare Planning: Client Examples & Consequences of Not Planning

By ByAllAccounts, Podcast Series on Thursday, April 10th, 2014

ByAllAccounts, Podcast Series

ByAllAccounts recently hosted a webinar on healthcare advising in a rapidly changing market. This webinar featured experts in healthcare planning and insurance. Below is an excerpt from the webinar featuring Kathy Nalywajko CTFA, Business Development Executive at Legg Mason Investment Counsel...Read More »

Generational Wealth Transfers: How to Keep Your Clients

Kellan Goldberg, Managing Director, Insurance Decisions

Financial advisors often run into problems caused by generational wealth transfers. Traditionally the head of household was in charge of finding an RIA to help him or her make important financial decisions for the family. A problem arises, though, if the head of household dies; if there is no relationship tying the remaining members of the family to their financial advisor, they are likely to seek out their own. That is why it is in the best interest of an RIA to know everyone in the family he or she represents, and to form a relationship with each member...Read More »

Healthcare Planning: Understanding the Importance of Insurance & Long Term Care

By ByAllAccounts, Podcast Series on Monday, March 31st, 2014

ByAllAccounts, Podcast Series

Earlier this month ByAllAccounts hosted a webinar on healthcare advising in a rapidly changing market. This webinar featured experts in healthcare planning and insurance. Below is an excerpt from the webinar featuring Kellan Finley, Managing Director at Insurance Decisions...Read More »

Healthcare Planning: Key Issues for 2014

By ByAllAccounts, Podcast Series on Wednesday, March 26th, 2014

ByAllAccounts, Podcast Series

Earlier this month ByAllAccounts held a webinar on healthcare advising in a rapidly changing market. During this event, three experts in the healthcare field discussed different aspects of healthcare planning including trends, client examples, and the insurance products that are available...Read More »

Affordable Care Act Frustrations

Maura Carley, President & CEO, Healthcare Navigation, LLC

For many who purchased individual insurance for 2014, either on or off an exchange, this has been a trying time. The Act reformed the individual insurance marketplace on January 1st and there have been numerous problems and glitches at the state and federal levels and with insurance companies themselves. Some insurers have even run multiple full page newspaper ads apologizing for the current state of affairs...Read More »

Get the facts on healthcare advising in a rapidly changing market

Next Wednesday ByAllAccounts will be hosting a webinar on healthcare advising in a rapidly changing market. You’ll hear from industry experts on how to help your clients plan for the unexpected. You’ll also learn hear about industry trends, real life client examples, and insurance products that are available...Read More »

Five Facts Financial Advisors Need to Know About Medicare

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, February 25th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Elaine Floyd, CFP, is passionate about educating Baby Boomers and financial advisors on the facts of social security and Medicare. She told me that while many advisors are starting to have conversations with their clients about this, most are way behind...Read More »

Podcast: Interested in adding healthcare experts to your professional network?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 20th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Listen to a short podcast on our new educational program designed to help advisors...Read More »

3 steps to assist your clients in planning for their healthcare expenses

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, February 11th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

According to Dinesh Sharma, the financial planning business is about managing “unpredictables” such as investment outcomes or lifespan. Health care expenses – with their high degree of uncertainty – are more of the same. “It [uncertainty] doesn’t mean you shouldn’t plan”, says Dinesh...Read More »

Learn how to maximize hiring potential in a generational talent crisis

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Friday, February 7th, 2014

As more advisors reach retirement age, a generational talent crisis has become cause for alarm among firms seeking new hires...Read More »

How can you make your firm more attractive to clients concerned about healthcare costs?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 6th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

On average, financial advisors say their clients should expect Medicare to cover about three-fifths of their annual health care costs. Couple this with numerous studies that show the average American has not yet saved enough for retirement, and the 10,000 Baby Boomers who are retiring each day, and an alarming picture begins to come into view...Read More »

Turn “Left Behind” 401(k) Accounts Into IRAs That Increase Your AUM

By James Carney, CEO, ByAllAccounts on Monday, December 2nd, 2013

James Carney, CEO, ByAllAccounts

The data is readily available. And there’s a new way to use it to capture millions of investment dollars and increase your firm’s AUM. It’s really very simple: Right now, when many people change jobs, they often do not roll over the funds from their previous employers’ 401(k) into a new IRA. Instead, the money just sits there in the old 401(k)...Read More »

The Cost of Financial Peace of Mind for Aging Americans

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, April 25th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

It should come as no surprise that the next 10 years will bring significant and rapid change for financial advisors and their clients, many of whom are Baby Boomers. Longer life expectancies, savings for health expenses estimated to be as high as $250,000 per person during retirement, historically low interest rates and ongoing volatility, have converged to bring unprecedented challenges to this generation and their financial quarterbacks...Read More »

The Evolving ERISA Fiduciary Standard - What Do You Need To Know?

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Thursday, February 21st, 2013

We are delighted to have Marcia Wagner, Managing Director of The Wagner Law Group, return as a guest speaker on the evolving ERISA Fiduciary Standard. Marcia is a specialist in ERISA, Employee Benefits and Executive Compensation Law...Read More »

Goal-Based Wealth Management: Preparing Clients for Retirement

By James Carney, CEO, ByAllAccounts on Tuesday, February 19th, 2013

James Carney, CEO, ByAllAccounts

Retirement is not what it used to be. Once, with a sound, performance-based wealth management plan, our forebears could count on an adequately-funded retirement in which they had sufficient assets to meet their needs...Read More »

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