Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Five Questions for the Retirement Advisor
By Ed McCarthy, CFP, RICPA discussion with Kelly Welker, Branch Manager, Welker Financial Strategies LLC-LPL Financial, in San Antonio.
Retirement Portfolios & ETFs
March 18, 2009
Retirement plans take a 24 percent nosedivePoof. Retirement assets are disappearing. Fast. Retirement plans lost nearly a quarter of their value in 2008, according to findings from Spectrum Group released today. Total...
March 18, 2009
Addressing Five Retirement ChallengesSince risks are unavoidable and the planning process is highly complex. One step that can help is for advisors and clients detail and prioritize expenses in order to separate basic needs from more discretionary lifestyle-type costs.
March 17, 2009
Obama's efforts thus far: not good enough, advisors sayIn the eyes of financial advisors, President Obama is off to a sluggish start - and quite simply, he has a lot to accomplish. First, the...
March 17, 2009
Aflac Lowers MinimumAn insurer is easing requirements for small worksite short-term disability groups.
March 17, 2009
Survey: Delayed retirement doesn't mean lost hopeNew survey results show Americans are delaying retirement, but are not squashing belief that it is still possible to adequately save. A COUNTRY Financial survey, released...
March 16, 2009
Boomer confidence in government retirement benefits declinesConfidence in government-sponsored retirement benefits is waning with boomers, and more than 40 percent of them say if given the choice, they would stop paying...
March 16, 2009
Older or younger - most boomers aren't saving enoughEighteen years separates younger boomers (those born in 1964) from older ones (those born in 1946). Older boomers say they plan on working past retirement...