Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Five Questions for a Top Retirement Advisor
By Janet LevauxA conversation with Robert Haley, JD, CFP, Advanced Wealth Management/Commonwealth Financial Network, Portland, Ore.
August 12, 2009
Today's Greater Need for Retirement IncomeAdvisors take note: Recent research shows that clients need to cover at least a portion of their cash flow requirements with guaranteed income.
August 06, 2009
Survey: Employers don't want to neglect retirement benefitsEven with the economic downturn, a new study shows employers are finding ways to aid employees in saving for their retirement. A study from Diversified Investment...
August 04, 2009
Study: Retirement account balances down by 15 percent or higherA sign of the times - median asset levels in defined contribution (401(k)) and IRA/Keogh plans dropped at least 15 percent from year-end 2007 to...
August 03, 2009
Business owners fall short on making retirement plansA survey finds seven out of 10 business owners report they don't have an exit plan to transition their business in the event of death,...
August 01, 2009
Online ExtraFor more on the appeal of socially responsible investing strategies to the baby boomer demographic, visit "Here to stay" by Mike Werling now available online...
August 01, 2009
BMA Reader AlertCan we save our way to a successful retirement? Not likely, experts say. Smart investing is truly the key. Read "Investment returns, not savings, critical...
August 01, 2009
Annuity Analytics: What Is a Guaranteed Rate Really Worth?The sales pitch sounds too good to be true, and should instantly set off financial alarm bells. Here's how it goes: "Give us your money...