Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Legal Double Dipping
By Kara P. StapletonWhat if you could tell a client that they can retire early and still get their full retirement benefits? Well, in fact, you can. "It's...
October 01, 2008
The Dawning of an IndustryWith gas prices and foreclosures at an all-time high, debt levels soaring, and paltry savings rates that Americans are infamous for, consumers are in dire...
October 01, 2008
NEWS & PRODUCTS, OCTOBER 2008Health insurance coverage continues to decline, according to the Employee Benefit Research (EBRI), which used the U.S. Census Bureau's March 2007 Current Population Survey (CPS),...
October 01, 2008
Annuities for WomenWomen should put 40% to 80% of retirement assets into lifetime income annuities, according to Lifetime Income for Women: A Financial Economist's Perspective, a paper...
October 01, 2008
2008 ETF Advisor Hall of Fame: Pioneers in Portfolio ManagementWelcome to Research magazine's second annual ETF Hall of Fame. This year, we honor two sole practitioners and a team of three. All the advisors...
September 29, 2008
HR execs show little concern over boomer exodusSo what? That's the sentiment more than 2,500 senior HR and training executives are showing about the loss of talent due to boomer retirement. Novations Group,...
September 26, 2008
A generation of giving backFour in five boomers say "I have been very fortunate in my life," a new Focalyst study is reporting. In fact, in 2006 boomers made...
September 25, 2008
Ahead of the packKarin Anderson outlines a few funds that kept their hands out of the financials cookie jar in a handy article for Morningstar. She highlights the Pioneer...