RetirePreneur: Sheryl J. Moore
The founder of Moore Market Intelligence and Wink, Ms. Moore has established herself as one of the most widely respected, quoted and enthusiastic authorities on fixed indexed annuities. ...
RetiremEntrepreneur
RetirePreneur: Mathew Greenwald
Mathew Greenwald is the president and owner of a Washington, D.C.-based market research firm that conducts surveys for financial service providers, life insurers and investment managers.
RetirePreneur: Ron Mastrogiovanni
Mastrogiovanni is a founder of HeathView Services, Inc., a Massachusetts-based firm that provides software tools to help plan for healthcare costs in retirement.
RetirePreneur: Stan Haithcock
‘Stan the Annuity Man’ Haithcock sells fixed annuities purely for protection, not growth. A long-time critic of his own industry’s sales practices, he’s been called ‘the walking middle finger...
RetirePreneur: Kelli Hueler
While in Japan on business in the late 1990s, Kelli Hueler saw an aging society and had an epiphany. She realized that American retirees would soon need sources of...
Where Young Advisors Can Give and Get Advice
“Think of the robo-advisors as high-tech, low-touch, and the high-minimum fee-only planners as low-tech, high-touch. We’re high-tech, high-touch," said Alan Moore, a young planner who, with Michael Kitces, has...
RetirePreneur: Fred Barstein
The founder of The Retirement Advisor University and author of the NAPA Net newsletter has just finished hosting the NAPA (National Association of Plan Advisors) annual conference in New...
