Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Draw Up a Plan
By Joni YoungwirthMarc, at age 59, merged his successful financial planning practice with that of a 40-year-old planner who was affiliated with the same broker/dealer. Marc now...
August 31, 2005
Companies Start Income Ed For Boomer Advisors--FinallyCompanies Start Income Ed For Boomer Advisors--Finally Donald Haas, a financial gerontologist and president of Haas Financial Services, Southland, Mich., spends a lot of ...
August 31, 2005
Companies Start Income Ed For Boomer AdvisorsFinallyDonald Haas, a financial gerontologist and president of Haas Financial Services, Southland, Mich., spends a lot of time speaking with financial advisors and product ...
August 31, 2005
Planners Say Bubble Discussion Is Not FrothFinancial planners faced with questions from boomers about a pending real estate bubble need to separate froth from fact and discuss such a possibility ...
August 24, 2005
Income Planners Wager That Monte Carlo Testing Is A Safer BetAre income planners who do not use Monte Carlo testing taking a gamble that their clients will not have enough money in retirement?While a ...
August 10, 2005
The Times Demand Holistic, Purpose-Driven Income PlanningThe magnitude of baby boomers entering retirement is creating what can only be called a "revolution." The retirement assets of this generation can no ...
August 10, 2005
Building An Income Plan Requires The Right Financial ToolsIf you're building a house, you need the right tools. And, if you're constructing an income plan, the same holds true, say financial advisors. ...
August 01, 2005
The Capitol SolutionThe Congressman who will be most influential in fixing Social Security and tax reform is now on a crusade to remedy all of the nation's...