Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Pacific Life Publishes Income Planning Aids
By Staff WriterA West Coast insurer has developed new retirement education materials.Pacific Life Insurance Company's, Newport Beach, Calif., new "Road to Retirement Guide" and retirement income needs ...
August 01, 2007
News and ProductsNew research by Cerulli Associates has found that the 403(b) market is just as profitable, if not more so, as other defined contribution businesses. Of...
August 01, 2007
Working Through RetirementAre your clients putting away enough money for retirement or will they be working at the age of 70 to cover healthcare costs? According to...
August 01, 2007
The Income BaristaAs many advisors know, the biggest challenge facing millions of retiring baby boomers is income (or lack of) as they necessarily begin to rely on...
August 01, 2007
Insuring a Secure RetirementA retirement planning strategy that was popular in the 1980s but fell out of favor is being revived: using life insurance to create personal, defined...
August 01, 2007
Lesson 7: AnnuitizationThe "A" word strikes fear into the hearts and wallets of advisors throughout the financial services industry. Irreversibly handing over a lump sum of money...
August 01, 2007
What Do CPAs Really Want?When consultant Libby Dubick wrote a column recently on getting referrals from certified public accountants, she was deluged with calls and e-mail from frustrated financial...
July 26, 2007
Unprepared, Yet ConfidentWhen it comes to retirement planning, minority workers lag quite far behind the rest of the American population, according to the Employee Benefit Research Institute's...