Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
B/D Briefing: Conversion Time
By James J. GreenOne of the pleasures of being President is that your influence on Americans doesn't end with your term(s). That's certainly the case with George W....
September 24, 2009
The forest for the treesEver get the feeling politicians just don't get it (rhetorical question)? Angela Merkel said today that the G-20 Summit must focus on regulation. "We must not...
September 24, 2009
It ain't easy being greenWon't have to worry about planning for home renovations in retirement. In a nod to solidarity with the green movement, almost half of baby boomers...
September 24, 2009
Here we go againInvestors appear to be surprisingly optimistic considering the recent economic tailspin, something that should scare the hell out of all of us. According to a...
September 18, 2009
New resource to help renters in "boomer capital"Denver baby boomers looking for new housing will soon be able to find a targeted magazine to help them in their search. For Rent Media...
September 17, 2009
Contributions to 401(k)s at Principal Shoot UpParticipants seem willing to stay the course
September 17, 2009
Assessing the 529 College Plan Market: Retirement Plan Advisor, September 2009As Congress and Treasury zero in on 529 plans advisor interest is expected to grow.
September 16, 2009
Five Questions for the Top Retirement Income AdvisorA conversation with John Ohmer, CFP, founder of YBR Financial Advisors in San Francisco and affiliated with LPL Financial, about his practice.