Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Defending Monte Carlo Simulation
By Ed McCarthy, CFP, RICPIn spite of the criticism it has received recently, many advisors still see valid reasons for using MCS in clients' forecasts -- and several are more than glad to outline why.
June 09, 2009
Groups applaud proposed retirement security legislationRetirement groups hailed a House proposal Tuesday that would provide incentives for retirees to receive a portion of their retirement savings in the form of...
June 09, 2009
NAVA Undergoing an OverhaulThe National Association for Insured Retirement Solutions (NAVA) is undergoing a complete rebranding and is moving its headquarters from Reston, Virginia, to Washington, D.C.
June 08, 2009
Half of boomers have a $1.5 million retirement income gap to fillAbout 50 percent of boomers aged 55 to 63 have saved less than $500,000 for retirement. Most believe they'll need $2 million. Still, 30 percent of...
June 04, 2009
Work until you dieWe point to the indispensable Jerome Corsi and his Red Alert newsletter, who found that before the recession about 15 percent of the 78 million...
June 04, 2009
Bring back the passbookYet another (oh, about the millionth) sign of the times. According to Karen Blumenthal in The Wall Street Journal, "the dowdy savings account is making...
June 04, 2009
Insecure, caring, confident and suspiciousTalk about a complicated bunch. Steve Howard, author of "Boomer Selling," details the following boomer consumer characteristics. Everything under the sun had been written about...
June 04, 2009
So much for civilized debateSaw Karl Rove debate General Wesley Clark at the TD Ameritrade conference. A raucous affair, to say the least. Catcalls from the crowd, audience members...