Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Uncertainty Has Retirees Tightening Belts, Seeking Advice
By Ed McCarthy, CFP, RICPThe number of retirees who say they are worried about financial security has more than doubled in the past year, and many are tightening budgets or seeking professional financial advice.
September 10, 2009
Boomers retire out of one career into anotherSome boomers may be retiring, but that doesn't mean they'll stop working. The California Association of Business Brokers say that although there are many baby...
September 10, 2009
Boomers outnumber younger workersAre boomers holding their children back? Probably not. It's a well-reported fact that the recession has older adults staying in the work force longer, hogging...
September 01, 2009
Why was 2008 a "terrible" year for 529s?Why was 2008 a "terrible" year for 529s? Read "529 plans: The best and worst in Morningstar's annual study" by managing editor Jenny Ivy online...
September 01, 2009
Top-performing plansConsumers have a couple of different options when it comes to putting their money into 529 plans. They can go it alone through direct consumer...
September 01, 2009
Congressional recognitionEven when boomer parents recognize the importance of saving for their children's college education, it's not easy to get them to act. Some need an...
September 01, 2009
Retirement Planning: Time for Non-Traded REITs?Finding an asset class in the midst of a recession that will provide retiree and pre-retiree clients with exactly what they need--a steady stream of...
September 01, 2009
Annuity Analytics: How Much to Allocate to Annuities?If a client asked you how much of her retirement nest egg should be allocated to risky stocks versus safe bonds, I presume you'd...