Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Expert Milevsky Returns to Research Magazine
By Janet LevauxPopular speaker and York University Professor Moshe Milevsky will write for the publication about retirement-related finance issues, such as annuities.
May 06, 2009
Immediate Annuities Gain FavorDepleted investment portfolios, reduced dividend payouts, and low interest rates have created a much more challenging environment for retired income investors. Consequently, immediate annuities' guaranteed lifetime income has become more attractive.
May 06, 2009
Five Questions for the Top Retirement Advisor: Ted Willer of Smith BarneyTed Willer, Financial Advisor & Senior Investment Management Consultant; Smith Barney, Indianapolis, Ind.
May 04, 2009
Knowledge is the key to successBill Ford of Privately Held Insurance in Warner Robins, Ga. submit the following Top 10 list via LinkedIn.
May 01, 2009
Game ChangerIf you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...
May 01, 2009
Is Modern Portfolio Theory Dead?Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...
May 01, 2009
Retirement Planning: Estate Tax Up for DebateOne issue that will be a big debate in Congress this year is the estate tax. Congress must take some action on the estate tax...
May 01, 2009
Putting It Into Practice: Two PhilosophiesWhat's your approach to building retirement income portfolios? One of the most important and visible issues that advisors address early on with retirees is how to...