Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Advisors cut clients a reality check
By Danielle AndrusInvestors sound pretty optimistic; nearly 80 percent say they're somewhat confident they'll be able to afford their retirement, according to a recent survey. Unfortunately, their...
October 22, 2009
Few tax changes in 2010Clients who are used to upping their retirement plan contributions each year are in for a surprise. Thanks to low inflation, pension plan limitations are...
October 14, 2009
Commonwealth Rolls Out Retirement Consulting ProgramThe broker-dealer's retirement program gives advisors access to the retirement marketplace and lets them offer plan-sponsor and participant-level advice.
October 14, 2009
Comparing Six Retirement Wealth-Management SolutionsRecent financial-planning research compares six wealth-management strategies for individuals in retirement and focuses on trade-offs regarding wealth creation and income security.
October 14, 2009
Are Boomers Likely to Dump Their Investments?Despite concerns over the changing behavior of retirees, empirical evidence suggests that baby boomers will not sell their accumulated assets quickly after they stop working, according to a CBO study.
October 14, 2009
Hispanic Community Is in Dire Need of Retirement Services: Retirement Plan Advisor, October 2009Fast-growing segment of U.S. population offers a great opportunity for advisors
October 13, 2009
House Begins Considering Financial Services Reform BillsWhile the Senate Finance Committee is expected to vote on healthcare legislation on October 13, the House Financial Services Committee will begin considering financial regulatory reform legislation on October 14.