Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Steady decline in financial security confidence; retirement views stay positive
By Staff WriterIt's the bad news we don't like to report, but can't ignore: Americans continually show little confidence in their financial security. Still, although the country...
February 13, 2009
One in five Americans moving to "safe haven" investmentsNot surprisingly, consumers are taking a "safe haven" route in the current downturn, making the move from stocks and mutual funds to checking accounts, savings...
February 13, 2009
Employers refocus retirement benefits to save moneyEmployers are refocusing employee retirement benefits, turning to more cost-saving strategies. A new survey by Hewitt Associates shows employers are looking to automatic rebalancing and...
February 12, 2009
New president, same as the old presidentPaulson got whacked for his cluelessness; Geithner isn't any better. The shiny veneer has dropped from the much-ballyhooed Obama pick, and what we see isn't...
February 12, 2009
SEC requires new reporting languageThe Securities and Exchange Commission is requiring 500 companies, both in the United States and elsewhere, to file financial statements in a new interactive format...
February 12, 2009
IRS seeks comment on cost-basis guidanceThe IRS is requesting input on implementing the cost-basis reporting requirements included in the bailout bill passed in October. Comments are due by March 2. Customers'...
February 12, 2009
Boomer health and happiness48% -- Percentage of booomers who wish their spouse would exercise more; 41 percent wish their spouse would lose weight. 47.8% -- Percentage of...
February 12, 2009
Give boomer clients a (tax) breakWriting on SmartMoney.com, Bill Bischoff points out six tax breaks to help high-income clients limit their tax bill this year. Take advantage of SEPs. Over...