RetirePreneur: Cindy Hounsell
Cindy Hounsell is the founder and president of the nonprofit organization, Women’s Institute for a Secure Retirement.
RetirePreneur: Paul Feldman
Paul Feldman is the publisher of InsuranceNewsNet magazine and InsuranceNewsNet.com
RetirePreneur: Sheryl Garrett
Sheryl Garrett is the founder of Garrett Planning Network, a web-based professional network of about 300 independent financial planners who make financial advice accessible on an hourly, fee-only basis...
RetirePreneur: Edward Dressel
Edward Dressel is the president of Trust Builders, Inc., which offers retirement planning software to advisors and corporations.
RetirePreneur: Bo Lu
Bo Lu is co-founder and CEO of FutureAdvisor, a San Francisco-based digital advisory firm that helps mass-affluent Americans manage their savings.
RetirePreneur: Laurence Kotlikoff
Laurence J. Kotlikoff is an economist, professor at Boston University and president of Economic Security Planning Inc., a personal finance planning software company.
RetirePreneur: David Macchia
David Macchia is the head of Wealth2K, a Boston-based retirement income software company.
RetirePreneur: Matt Carey
Matt Carey is the CEO and co-founder of Abaris Financial (myabaris.com), a direct-to-consumer online platform for income annuities.
Only 10% of Americans ‘very satisfied’ with financial situation
If you add up the people who have a retirement plan but don't participate with the unemployed and the people who have no workplace plan, 68% of adults aged...
Worth the Wait? More Delaying Social Security Past 62
"By delaying to age 70, you not only maximize your Social Security benefit, you also lock in the biggest dollar increases possible for the rest of your life. This...
RetirePreneur: Lowell Aronoff
Lowell Aronoff is CEO of CANNEX Financial Exchanges, which provides up-to-date annuity pricing data for life insurance companies and distributors.
RetirePreneur: Marcia Wagner
Marcia Wagner is the founder of The Wagner Law Group, a boutique law firm that focuses on labor and employee benefits issues governed by the Employee Retirement Income Security...
RetirePreneur: Chad Parks
Chad Parks, CEO and founder of Ubiquity Retirement + Savings, provides small businesses with affordable, easy-to-use retirement plans, including 401(k)s and IRAs.
RetirePreneur: Brian Doherty
Brian Doherty, former New York Life executive and now president of Filtech and author of the recent book, “Getting Paid to Wait,” consults advisors and consumers on Social Security...
Questions & Answers about: Medicaid Annuities
In this ongoing new feature, RIJ will ask and answer questions that pertain to retirement advisors and their clients. Our first Q&A concerns Medicaid annuities, which middle-class Baby Boomer...
2014 in Retrospect: The Best of RIJ
Before 2015 arrives, bringing its own urgent demands for our attention, here’s a look back at a dozen of RIJ’s best articles of 2014.
What’s In a Brand Name? Great-West Will Find Out
By creating the new brand, “Empower,” for its US retirement business, Great-West Financial resolves the identity crisis that followed acquisitions of Putnam and JPMorgan Retirement Plan Services.
RetirePreneur: Steven Saltzman
Steven Saltzman is the founder of Saltzman Associates, a consultancy that works with marketers, institutional distributors and insurance underwriters.
NARPP Hopes to Do What Auto-Enrollment Hasn’t
The National Association of Retirement Plan Participants aims to boost 401(k) deferral rates through behavioral finance techniques. Despite its name, its direct ties are to plan sponsors and providers....
RetirePreneur: Jack Sharry
Jack Sharry is a principal and executive vice president of strategic development at LifeYield LLC, a developer of software to help financial advisors and investors achieve optimal after-tax returns...
