Tag: Advice

IMHO: Beta Test

After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision.

Study Says Pre-Retirement Connection Key

Connecting with baby boomers while they are still in their working years is critical to establishing relationships for advisers, according to the third annual Lincoln Long Life Survey of baby boomers released by the Lincoln Retirement Institute.