Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Boomers control more than $13 trillion in household assets
By Staff WriterThe Securities and Exchange Commission has just released some whopping numbers: baby boomers today control more than $13 trillion in household investable assets, accounting for...
October 07, 2008
U.S. pension plan funding status slips slightly in septemberFunding ratios at the typical U.S. pension plan dipped 0.3 percentage points in September as liabilities decreased almost the same amount as the assets of...
October 06, 2008
Value of financial advisors51% - Percentage of boomers working with a financial advisor who have rebalanced their portfolio in the past year, compared with 16 percent of...
October 06, 2008
Rescue package means more oversight in 2009Complex derivatives and hedge funds could face federal supervision for the first time, and heavily regulated sectors, such as banking and insurance, are likely to...
October 05, 2008
Full Disclosure Indexed UL ReportThe editors of Full Disclosure periodically survey life insurers active in upper markets across a wide range of product specifications, illustrations, guaranteed minimum premiums, and ...
October 05, 2008
Full Disclosure Indexed UL ReportThe editors of Full Disclosure periodically survey life insurers active in upper markets across a wide range of product specifications, illustrations, guaranteed minimum premiums, and ...
October 02, 2008
Older investors not panicking43% - Percentage of people over 50 who would change their portfolios out of panic, compared with 51 percent of people under 50. 32%...
October 02, 2008
Stay the course? You're kiddingI often lose myself in the freak show that the bailout blame game has become. The chutzpah of Chris Dodd and Barney Frank knows no...