Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Fund managers optimistic for 2009
By Staff WriterGlobal consulting firm Watson Wyatt highlights a generally optimistic outlook for 2009 from fund managers. Watson Wyatt's recent survey of fund managers, who collectively have assets...
January 08, 2009
Working boomers: Retirement savings success6% - Increase in annual retirement income for each additional year a boomer works after retirement.* 23% - Percentage of workers 55 or older...
January 08, 2009
More workers are preserving retirement assets, study saysFrom the Employee Benefit Research Institute: An increasing percentage of retirement plan participants are preserving their retirement assets in tax-qualified accounts, but a significant number are...
January 08, 2009
UMAs: More than $300 billion by 2013A new report by research and advisory firm Celent shows approximately $327 billion in client household assets will be managed through unified managed accounts by...
January 08, 2009
Stimulus, shmimulusImmature, I know, but I couldn't think of anything better to describe our continuing need to throw good money after bad. Echoing congressional leaders, President-elect...
January 08, 2009
Boomers await Obama's plan to overhaul retiree spendingWith a record $1.2 trillion deficit, boomers await President-elect Barack Obama's plan to overhaul Medicare and Social Security. The plan would be "a central part"...
January 07, 2009
Treasury and IRS increase flexibility for 529 plansA result of the financial crisis, the U.S. Treasury and the IRS are now giving investors more flexibility in managing their 529 plan accounts. A...
January 07, 2009
Affluent investors' net worth declines; many unhappy with financial advisor2010 is a long - very long - time from now for the mass of investors who took a huge financial hit in 2008. Experts...