Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Bailout: boon or bust?
By Staff WriterAfter revising the $700 billion bailout plan with tax breaks for businesses and alternative energy and a higher limit for insured bank deposits, the Senate...
October 01, 2008
Lobbyists urge rescue plan passageLobbyists are scrambling to push Congress to devise policy changes that would propel the financial rescue plan toward passage. The Wall Street Journal reports there are...
October 01, 2008
Balance Sheet StructureSome questions bring into sharp focus the difference between investing for accumulation versus investing for retirement income. For example, a key question to consider is: Should...
October 01, 2008
How Prepared Are You?A recent survey of registered investment advisors by Spectrem Group of Chicago for Ameritas Advisor Services found that although 63 percent of advisors expect retirement...
October 01, 2008
Are You a Stock or a Bond?Pensions Are Dying; Long Live Pensions"...At present, the only way a company can manage the risk of long-lived workers is to work them so hard...
October 01, 2008
VAs: What's New?Variable annuities have undergone and are still undergoing constant improvement, experts say, and a more advisors than before are willing to consider them for clients. Research...
October 01, 2008
Five Questions for the Retirement AdvisorDavid Aigner, Morgan Stanley Global Wealth Management Group, Senior Vice President/Financial Advisor, Houston 1. What has hit you or your clients out of left field, and...
October 01, 2008
The Mutual Benefits of 401(k) PlansFor many employees and executives, their 401(k) plans have become a large part of their retirement savings. The plans are also important for employers, though,...