Our guest columnist, creator of the Wealth2k advisor marketing and income planning tools, learned a valuable lesson about commoditized workers during a 2010 visit to an athletic shoe factory...
Our guest columnist is founder and CEO of Wealth2k, a Boston-area firm provider of digital platforms for advisors who use its Income for Life Model retirement planning system. ...
When constructing retirement income investing strategies, advisors should try to plan for even impossible outcomes, writes David Macchia, president of Wealth2k, the retirement income marketing and modeling program.