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December 27, 2012
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Financial and wealth management news for the retirement community

  Top News 
  • A joint approach to retirement planning
    Couples who plan together can more effectively maximize their retirement resources, Anthony Kippins writes. Among the six steps he recommends for joint planning: Funnel the most 401(k) money into the plan with the best match and diversify assets between each partner's plan. ABC News (12/27) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • More investors, employers turn to advisers for 401(k) help
    Participants in 401(k) plans are increasingly seeking help from financial advisers as they try to navigate their plans and maximize returns. In addition, more advisers are working with plan sponsors, helping them manage their plans, make improvements and meet legal obligations. Experts say demand for advisers working in both capacities will increase. The Wall Street Journal (12/27) LinkedInFacebookTwitterEmail this Story
  • Advisers, clients gear up for increased IRA, 401(k) contributions
    Workers' yearly contribution limit for 401(k) plans is set to increase to $17,500 next year, while limits on contributions to traditional and Roth IRAs will increase to $5,500. Income-eligibility requirements for Roth IRAs also have been broadened for married and single investors. "It's kind of nice with the potential increases in taxes next year to have the ability to defer a bit more money," said Garth Scrivner of StanCorp Investment Advisers. "We're encouraging people at the end of the year to take an inventory of tax changes that are happening next year and, to the extent that they can, maximize the 401(k) limits." The Washington Post (12/26) LinkedInFacebookTwitterEmail this Story
  • Financial advisers' "fiscal cliff" advice: Don't panic
    Financial advisers are getting a lot of questions about what to do now that it appears that Congress and the White House won't come up with a deal to avert the U.S. "fiscal cliff." The one thing most advisers agree is that investors shouldn't panic. Rash action is almost always a mistake, they say. CNNMoney (12/23) LinkedInFacebookTwitterEmail this Story
  • School shooting leads to clients' calls to financial advisers
    Financial advisers are hearing from clients who want to discuss how they should respond to the shootings at Sandy Hook Elementary School in Connecticut. Some advisers said that even investors who want absolutely no exposure to the firearms industry may find it difficult to get all connections to the gun industry out of their portfolios. The Wall Street Journal (12/19) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  Building Your Practice 
  • Wealth-building goals for advisers in 2013
    Veteran advisers cannot stay mired in past strategies and business practices that brought them success, writes Matt Oechsli, author of "Building a Successful 21st Century Financial Practice: Attracting, Servicing and Retaining Affluent Clients." Instead, advisers need to be continually expanding wealth-management solutions, connecting with outside experts and improving the personal service that clients are receiving. (U.S.) (12/25) LinkedInFacebookTwitterEmail this Story
He who has imagination without learning has wings but no feet."
--Joseph Joubert,
French essayist

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