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. ...
QLACs Take Flight, But Will They Soar?
Taxable distributions from qualified longevity annuity contracts can be deferred until as late as age 85. But how popular will they be, and will they be used for longevity...
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.
Short on Shares, Women Share Homes
Single, divorced and widowed older women are reducing their expenses by sharing a home or apartment with similarly situated women. A new website helps them find each other. ...
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...
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...
RetiremEntrepreneur: Andrew Rudd
Andrew Rudd, the co-founder of Barra, Inc. (now the MSCI Barra suite of portfolio analysis tools) started Advisor Software Inc. in 1995 to adapt Barra technology for adviser use....
TDF ‘Heretic’: Ron Surz
This week's RetiremEntrepreneur is Ron Surz, president of San Clemente, Calif-based Target Date Solutions, which designs--and advocates for-- safer 'glidepaths' for TDFs. The 'cyberclone' image is taken from one...
RetiremEntrepreneur: Mike Alfred
"Save like you will retire, but live like you won't," is part of Alfred's personal retirement philosophy. He is co-founder and CEO of BrightScope, the first firm to rate...
Reel Returns
Native Montanan Bryan Anderson, founder of AnnuityStraightTalk.com, is the second subject in our series on 'RetiremEntrepreneurs.' Flyfishing here (right) with a client, he's helping make secondary market annuities a...
The Kreppa that Almost Melted Iceland
Iceland's economy and pension system has come back from the "kreppa" or banking crisis that struck five years ago. This country of the aurora borealis and matronymic last-names is...
