Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
2008 - 'The year that wiped out wealth'
By Staff WriterEquity, fixed income and asset allocation fund investors experienced average annual losses for all time periods except the longest (20-year) time frame, according to DALBAR's...
March 10, 2009
Younger boomers face greater reduced income in shift to DC plansYounger boomers face the greatest risk from an accelerated shift to defined contribution (DC) from defined benefit (DB) pension plans. While most older boomers will...
March 09, 2009
Study: online retirement calculators don't sufficeOnline retirement calculators paint a prettier picture than what's really needed to save for retirement. AARP's study of 12 online retirement planning calculators found all...
March 06, 2009
U.S. pension plan funding declines six percentage pointsFunding ratios at the typical U.S. corporate pension plan dropped six percentage points in February as falling equity markets continued to reduce the value of...
March 06, 2009
Downturn bringing boomers back to financial planningThe biggest setback for boomers, according to research, has been neglectful financial planning because they don't fully understand the value and are embarrassed they haven't...
March 05, 2009
In-depth survey gauges independent advisor trends and forecastsCharles Schwab's semi-annual Independent Advisor Outlook Study reveals both an optimistic and realistic outlook from more than 5,700 independent investment advisors. Here's what they're saying: Portfolio...
March 05, 2009
The Gipper: Long dead, recently buriedRonald Reagan declared big government dead. Former labor secretary Robert Reich now declares Reaganomics dead. And on it goes. ... People, left and right, should shudder....
March 05, 2009
Boomers could see lower drug costs via importsIn an effort to ease prescription drug costs in the United States - especially for older Americans - four senators introduced legislation yesterday that will...