David LaMartina
ThinkAdvisor
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Past articles by David:
Serving and Retaining Mass-Affluent Female Clients
How can you serve your client's needs and help them meet their retirement goals – even when their partners have different priorities? → Read More
Women and Social Security: Maximizing a Critical Income Stream
Clear up the confusion, lay out the numbers and point clients in the right direction. → Read More
Marketing to Mass Affluent Women
Single or married, women are looking for advisors who will address their concerns and help them plan for their futures – not their partners’. → Read More
Legal Issues Facing Women in Retirement
In addition to the money manager role, advisors can bring together professional teams to benefit their clients. → Read More
Closing the Retirement Plan Contribution Gap
Advisors can prepare their female clients for higher incomes and lower longevity risk in retirement by helping them planning beyond their employer 401(k)s. → Read More
Investing for Grandchildren
There are a few well-established ways advisors can help clients invest in their grandkids’ futures without putting client's own retirements at risk. → Read More
Women’s Unique Retirement Challenges Part 2: Doing More with Less
Advisors have an opportunity to help their female clients – married or not – address risks unique to women. → Read More
Helping Widowed Clients: Considerations for Advisors Working With Grieving Women
Odds are women can expect to outlive their husbands by few years, and advisors can work with them early on to plan for that possibility. → Read More
Divorce in Retirement: Helping Female Clients Plan Anew
Given that women control the majority of personal wealth in the U.S., advisors can help to serve their needs in times of divorce. → Read More
The Unique Retirement Challenges of Women
Advisors who understand women’s unique retirement needs will be better positioned to manage a portion of that growing wealth. → Read More
Planning for Women’s Retirement Health Care Costs
Whatever strategies and savings vehicles a client chooses to cover health care costs, planning early is always a safe bet. → Read More
Helping Women and Families Plan for Retirement While Caring for Aging Parents
Advisors can help women and their families cover the costs of parents who need care and preserve their own retirement plans with adequate planning. → Read More
How to Help Small-Business Owner Clients Make Informed Social Security Decisions
When working with self-employed clients, here are a few items advisors can keep in mind when helping clients plan for Social Security and retirement income strategies. → Read More
Social Security Myths and Misconceptions
Given Social Security's complexities, several myths and misconceptions have become common – many of which lead retirees to make ill-advised filing decisions. → Read More
Coordinating Roth IRAs and Social Security for Maximum Retirement Income
The coordination of Roth distributions, conversions and Social Security collection present an opportunity for advisors to build their clientele and partner with other professionals. → Read More
How the Social Security COLA Really Affects Your Clients
Retirement is getting more complicated, and clients increasingly need specialized advice to hedge against longevity risk – providing an excellent opportunity for advisors. → Read More
The Role of Social Security in Your Clients’ Portfolios
How great a role should Social Security play in your clients’ retirement income plans? → Read More
Broadening Your Social Security Horizons
For the majority of Americans who aren’t receiving any Social Security advice, there’s a tremendous opportunity for forward-thinking advisors. → Read More
Collecting Social Security Overseas
In our increasingly global economy, any retirement advisor should be able to help clients understand their benefits when retiring abroad. → Read More
Are Your Clients’ Social Security Checks Smaller Than Expected?
For retirees on modest, fixed incomes, even a small miscalculation can have significant consequences. → Read More