Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Singles and Special-Needs Clients
By Elizabeth D. FestaMicki Pitch runs a two-generation practice in Cedar Knolls, New Jersey, with her eldest son, Joe. They specialize in serving the investment and retirement needs...
September 25, 2007
Less is MoreJust as some fashion mavens believe that less is more, so, too, do a growing number of plan sponsors, who in anticipation of new rules...
September 19, 2007
Cutting Across the SilosThe key to building a successful retirement income practice as many clients move from accumulation to distribution is having a view of the strategies that the various financial services "silos" are engaging in, and joining the Retirement Income Industry Association (RIIA) is one of the best ways to do that,...
September 17, 2007
Fidelity Notes Sharp Rise in 529 Plan AssetsFidelity Investments, which manages seven different 529 plans across the country, reported Sept. 17 that more than 100,000 new 529 college savings plan accounts were...
September 14, 2007
Workers/Retirees Hanging Onto HomesAmid a shaky housing market, the majority of Americans (73%) say they plan to hold on to their homes--one of their biggest assets, while 21% of working Americans who are five years from retirement also plan to stay in their homes during their golden years, according to the latest Principal...
September 07, 2007
New Tool for AdvisorsFidelity Investments will be rolling out a Web-based retirement income planning tool during the month of September through its three advisor-servicing units: Fidelity Investments Institutional Services Company (FIIS), National Financial, and Fidelity Registered Investment Advisor Group (FRIAG).
September 06, 2007
Protecting the ElderlyLawmakers, the Securities and Exchange Commission, and state regulators are bent on making sure advisors with designations touting expertise when it comes to helping seniors are closely scrutinized.
September 01, 2007
Young Rebel With a CauseAmong the younger generation of planners, Aaron Coates of Compass Wealth Advisors in Elkhart, Indiana, is a visionary. He embraces the revolutionary approach of letting...