Finance and Credit Professional

Insurance companies have always been major financial institutions, and they could probably have claimed possession of the largest and safest investment portfolios on the planet. At one time, their role vis-a-vis Wall Street was clearly that of a giant customer for the securities that the investment banks and securities firms brought to market. Their real [...]

I propose that we throw out the term "retirement" and replace it with "The Harvesting Phase". For Baby Boomers who have no intention of sitting down and"retiring", The Harvesting Phase is a time of lively engagement in life with an enhanced sense of choice about how we will use our time and energy.John [...]