Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
For an extra edge, troll the tax code
By Staff WriterWith so many clients losing so much in portfolio value in 2008, wouldn't it be a nice to be able to surprise them with an...
January 15, 2009
Boomers look for safe haven in annuitiesBaby boomers are turning to immediate annuities as a safe haven, according to CNNMoney.com. "We are getting some CD money and some that would be going...
January 14, 2009
Firm stability and fund selection trump performance as key drivers of mutual fund loyaltyMarket volatility means today's investor no longer looks at a mutual fund's performance, but the stability of a mutual fund company and the breadth of...
January 14, 2009
Americans (obviously) insecure about retirement - what should be done?It's now obvious retirement insecurity is a full-blown epidemic across the nation. The National Institute on Retirement Security released a new public opinion today revealing...
January 12, 2009
Self-employed and micro-business tax changes include retirement savings opportunitiesMicro-businesses and the self-employed should be aware of a few tax law changes, including increases in retirement savings opportunities, according to The National Association for...