Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Planning: Warming Up to Annuities
By Melanie WaddellWhile still taking a cautious approach to their use of annuities, registered investment advisors are steadily increasing their use of immediate annuities for rollover dollars,...
May 28, 2009
Workers Worry About Retirement HealthcareOnly 13% think they'll be able to pay medical expenses
May 26, 2009
Consumer confidence spikes in MayThe Conference Board Consumer Confidence Index, posting another large gain in May, is now at its highest level in eight months, according to a Tuesday...
May 21, 2009
Survey: Boomers only generation still racking up debtOf all the generations (Generations Y, X, and the Silent Generation) boomers were the only ones to add debt since 2007, according to a Securian...
May 21, 2009
The economy's spring thawNervous clients are comin' round -- finally. According to The Washington Post, the improvement in outlook and attitude reflects the combined impact of a wide...
May 21, 2009
The Beltway bait and switchA simple lesson too many politicians have yet to learn; companies don't pay taxes, consumers do. Any tax increase in the corporate rate is passed...
May 21, 2009
A scary perspective on Social SecurityFor all the hype about Social Security's impending demise, it's nothing compared with your clients' 401(k)s. In a follow-up to last week's commentary on the...
May 21, 2009
Schapiro: Shift in oversight damages consumer financial product regulationSecurities and Exchange Commission Chairman Mary Schapiro is arguing against a proposal from the Obama administration, which is reportedly considering the creation of a consolidated...