Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Emphasizing Quality Over Quantity
By Elizabeth D. FestaLaurie Hasso has changed her way of doing business since 1985, and not just in moving the financial planning firm she owns with her husband,...
May 28, 2008
IRA rollovers: 10 tips to get it rightThe potential business building benefits in the IRA rollover market is staggering - to say the least. But, so are the red flags and potential...
May 27, 2008
DOL's Priorities for 2008 and BeyondThe Department of Labor (DOL) will continue to scrutinize the indirect compensation that advisors acting as pension consultants receive, warned Alan Lebowitz, a DOL official,...
May 08, 2008
A Need to Work TogetherThe government and policymakers must work together if the 401(k) plan is going to remain the dominant private-sector device for retirement savings, said Paul Schott...
May 01, 2008
Making Volatility a Retiree's FriendJ. Michael Martin's goal for his clients, about 80% of whom are retirees or those getting ready to retire, is not to have a negative...
May 01, 2008
Introducing the Wealthy to Roth IRAsAdvisors take heed: the income limit for those who can convert their retirement holdings from a traditional IRA to a Roth IRA (now applicable to...
May 01, 2008
Retirement Risk RedefinedIn a story as poignant as it is telling, an Illinois wealth manager related that he and his two sisters must now provide for their...