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December 13, 2012
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Financial and wealth management news for the retirement community

  Top News 
Reasons to plan: the video your female clients must see.
We asked 10 women to describe their experiences with aging and chronic illness. What they said may surprise you and change the way you help your clients prepare for their future.
Watch our video now at

  Industry Update 
  • How to fix Social Security without jeopardizing retirements
    Social Security is a significant source of retirement income for most Americans, not just the poor, Alicia Munnell writes. The system needs to be improved, and raising the retirement age is a reasonable change, she writes. But major benefits cuts would jeopardize the financial stability of many Americans. MarketWatch/Encore blog (12/12) LinkedInFacebookTwitterEmail this Story
Ship to Canada and Grow — It's Easy with FedEx®
Taking your business beyond borders is a huge growth opportunity, and we have the tips, tools, and resources to make your entire shipping process as easy as possible, whether you ship packages or freight. Use our collection of resources to expand your business north of the border.

  On the Economy 
FEATURED ARTICLE: 10 Small-Business Predictions for 2015
Things are looking up for small businesses in 2015. We count down the 10 ways you can get ahead in the New Year. Read the article.

  Building Your Practice 
  • Points to ponder on Windows 8 for advisers
    Windows 8 has faced some criticism in reviews for its usability, but the operating system offers features that might appeal to advisers, Joel Bruckenstein writes, citing security enhancements, customization, integrated contact management and a better experience using Microsoft Office programs. (12/11) LinkedInFacebookTwitterEmail this Story
How To Optimize Profitability In Real Time
In today's digital era, real-time business environments must be flexible to operate at an unpredictable pace, transform profit modeling to a continuous process and collaborate with key employees at the edges of the business.
Download 3 Steps To Real-Time Profitability Management to learn how you can assess your organization's processes and optimize profitability.

  Financial Products 
  • Expert: Variable annuities innovate in response to market demands
    Variable annuities are once again the subject of innovation, with companies offering products featuring tax-deferred wrappers and flexible contracts at a low price, Michael Kitces writes. The products have the potential to serve as an "on-demand tax-deferred asset location," which may end the living- and death-benefit annuity guarantees that have been a major feature during the past decade, he writes. Nerd's Eye View blog (12/12) LinkedInFacebookTwitterEmail this Story
Don't be fooled by the calendar. There are only as many days in the year as you make use of."
--Charles Dow Richards,
Canadian judge and politician

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