Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Good and bad news for 401(k)s
By Danielle AndrusBad news for 401(k)s, but not as bad as it could be. A recent study by the Employee Benefit Research Institute found that average account...
Advisors: Get ready for boomer shift
Out with the old ...
October 08, 2009
Single boomers looking for love and moneyOf the 96 million unmarried adults in the United States, more than half are over 40. With no spouse to rely on, single boomers need...
October 01, 2009
Annuity Analytics: How Risky is Longevity?In the practice of retirement income planning, financial advisors routinely toss around survival probabilities for clients -- "there's a 10 percent chance you'll live to...
October 01, 2009
Retirement Income Reporter: Building TrustThe Harris Poll organization has a June 2009 survey showing that just one quarter of Americans say banks are honest and trustworthy. Only 13 percent...
October 01, 2009
Danger & Opportunity: Healthcare Reform Picks Up MomentumHealthcare reform is still moving ahead, despite opposition from Republicans and well-covered populist discontent over the plan. President Obama spoke with a sense of urgency...
October 01, 2009
More Challenges for Target Date FundsTarget-date mutual funds, once the darling of the industry, need lots of improvement when it comes to better practices by managers and fund companies, from...
October 01, 2009
Retirement Planning: Obama's Retirement PlanAs the Obama Administration moves full steam ahead with healthcare reform, the Administration is also bent on helping more Americans with another pressing issue: saving...
October 01, 2009
Wealth MattersWhile the outcomes of the healthcare and financial services reform debates now in high gear in Washington will have pivotal effects on advisors this year...