Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Boomer employment and the recession
By Staff WriterUnemployment statistics are grim everywhere, but older boomers experienced a less devastating rate in December than other age groups. Still, as the national unemployment rate...
February 10, 2009
Wealthy stay focused on long term allocations and portfolio diversificationWealthy investors are focused on long term allocations and optimal portfolio mix, according to the Dow Jones Wealth Management Advisory Council, a group of top...
February 09, 2009
Parent care-giving takes toll on boomer finance, marriageOne in two baby boomers cares for an aging parent; The challenge is taking a financial, as well as marital toll on boomers. Care giving...
February 06, 2009
Dow Jones sees signs of market bottomEquities are bouncing back and the bear market is likely near or at a level where history would indicate it's a good time to re-invest,...
February 06, 2009
Madoff victim list releasedIt's what the world has been waiting for - or most likely dreading. The complete victim list from the Madoff debacle has been released, and...
February 05, 2009
Boomers: Health and aging9.9 million -- Number of people over 55 with a gym membership in 2007. $70 billion -- Estimated amount boomers will spend in 2009...
February 05, 2009
Aging boomers drive real estate trendsGiffels-Webster Engineers revealed its annual list of top five real estate and development trends. According to GWE, two industries are intrinsically linked to the aging...
February 05, 2009
Retire now? Are you kidding?"If the delaying retirement trend becomes a reality, organizations will need to adapt their talent strategies and budgets to account for the unexpected retention of...