Ed McCarthy, CFP

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  How to run the most efficient agency ever

  By Ed McCarthy  |  April 11, 2013

  The downfall for many senior market advisors is that even though they know how to sell, they don’t know how to run a business.

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  The ABCs of IRA rollovers

  By Ed McCarthy  |  March 21, 2013

  There are plenty of assets in these plans waiting to be turned into retirement income. That’s where an advisor comes in.

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  Why is that retirement plan ticking?

  By Ed McCarthy  |  February 5, 2013

  Long-term care is one big time bomb. The cost of Medicare is another.

• The professional alliance: 4 success stories

  By Ed McCarthy  |  January 7, 2013

  Forming partnerships with other professionals can be beneficial to both parties. But establishing strategic alliances must be done the right way.

• The 50+ Market: Recession keeps older workers on the job

  By Ed McCarthy, CFP  |  January 1, 2013

  The older labor force is dominated by workers and jobseekers aged 55 to 64; about three-fourths fall into this age group, according to AARP Public Policy Institute.

• 2013: A Senior's Odyssey

  By Ed McCarthy, CFP, Maria Wood  |  January 1, 2013

  From possible estate and income tax changes to securing a steady stream of retirement income, seniors and their advisors face a tough road in the year ahead.

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  How clients want to communicate

  By Ed McCarthy  |  December 20, 2012

  Even when you think you are being clear, misunderstandings can happen in the client-advisor relationship.

• LTCI: Adrift in the LTC Sea

  By Ed McCarthy, CFP  |  November 1, 2012

  Long-term care funding in the U.S. seems to be a problem no one wants to tackle.

• LTCI: Stability in sight?

  By Ed McCarthy, CFP  |  November 1, 2012

  The LTCI market has been rocked by market forces in recent years. Can it recover?

• LTCI: Finding success in the LTCI market

  By Ed McCarthy, CFP  |  November 1, 2012

  For this Massachusetts agent, it’s not all doom and gloom.