Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
IRA ownership greatest among baby boomers
By Staff WriterBaby boomers account for 50 percent of all IRA ownership, including traditional, Roth and employer-sponsored IRAs. New research from the Investment Company Institute also shows seven...
February 01, 2009
The Retirement MissionHow do you create a mission statement? Retired Col. John Dundas runs a leadership development business called Leadership Applied (see www.leadershipapplied.com), and he teaches the...
February 01, 2009
Putting It Into Practice: Roadmap for LongevityBy Dennis Gallant and Howard Schneider The growing shift to retirement income raises key questions for most advisors. What does the transition to supporting retirement income...
February 01, 2009
Out of the Frying Pan, Into...?While most investors and their advisors are happy to say good riddance to 2008, the collective wisdom among economists and investing executives like Edward Campbell,...
January 30, 2009
Boomers more worried about staying fit than economyTeeBeeDee.com, a social networking site for boomers, found among a poll of more than 550 boomers that there's a priority to stay fit over fiscal...
January 29, 2009
Hedge funds: Investor fears and attitudes75% -- Percentage of investors who haven't changed their hedge fund allocations in response to the economic crisis. 8% -- Percentage of investors who...
January 29, 2009
Retiring boomers say goodbye to advisorsThe Retirement Income Industry Association recently released new research that says as boomers retire they will limit the number of relationships they have with financial...
January 29, 2009
Be wary of dividend ETFsAccording to Roya Wolverson of SmartMoney Magazine, dividend ETFs are a tricky hand to play. Some experts recommend dividend stocks as a solid long-term holding,...