Active investment management’s weekly magazine for fee-based advisors

The following posts are related to retirement planning. Scroll down to see more articles.

A financial advisor responds to 7 top client concerns

Educate your clients on the value of working with an advisor who practices proactive money management—stressing risk management in helping them reach their overall financial and investment goals. Clients ask a lot of great questions, and with each...

Active management: Don’t retire without it

For the millions of Americans with underfunded retirement accounts, active management may provide an essential safety net. What is a financial advisor to do when his clients are woefully underfunded for retirement based on traditional measures? When...

Why clients need to be ‘money smart’

Successful financial advisors see financial education for their clients as critical to the overall planning process—helping to drive high levels of client satisfaction. Did you know that April was Financial Literacy Month? And that April 21-28 was Money...

Why defense wins in football and portfolio management

A retirement portfolio without proactive management is like driving a car without brakes. Are your clients prepared for the next inevitable crash? Time frames. They are probably one of the most important yet most rarely understood topics when it comes...

Teaching clients ‘how money works’

Grace Himmelright • Eastlake, OH Transamerica Financial Advisors Inc. Read full biography below Proactive Advisor Magazine: Grace, what do you see as your overall mission in working with clients? Knowing how money works can positively impact just about...