ON THE COVER: Paul Ryding Illustration
MAY 2016 Volume 17 | No. 5
ON THE COVER
For more information on the boomer market, go to
People can and will do irrational
things ... including with their
DEATH OF A SPOUSE:
a baby boomer reality
So, now what? Here are 11 steps baby
boomers and others should take following
the death of their significant other.
BEYOND A TRADITIONAL
Retirement should come with the
financial freedom to stop working if
and when a person wants to.
9 ways to get in on it
If you’re an advisor seeking to
grow the estate planning side of
your business, baby boomers
represent a logical starting point.
By David Port