Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Seeing the Boomers' Big Picture
By Ed McCarthy, CFP, RICPThe news media often lump baby boomers together when they discuss that age group. That generalization can be incorrect, particularly when it comes to understanding...
September 01, 2008
Top Retirement Advisors Address 'The Softer Side'"I don't want to run out of money." And? While some clients' greatest retirement concern may be a lack of cash, there are other things on...
September 01, 2008
Five Questions for the Retirement AdvisorRobert Graham, RFC, president and CEO, RG Capital, AIG Financial Advisors, Scottsdale, Ariz. 1. What retirement issue has hit you or your clients out of left...
September 01, 2008
Preparing for Gen Y"I think the real opportunity for advisors is building a bridge between the generations," argues Dave Welling, VP of advisor practice management for Schwab Institutional,...
September 01, 2008
New & Improved Online Social-Security Benefits CalculatorSocial Security retirement benefits are an important component of many clients' retirement incomes, but getting reliable estimates of future benefits has always been awkward. Fortunately,...
September 01, 2008
The 6% Retirement Income SolutionRobert Lamb and his business associate Peter Sullivan have designed a retirement income strategy that bucks conventional wisdom by allowing clients to withdraw an initial...
September 01, 2008
Today's 70 is Yesterday's 50The concept of the "New Retirement" has become as popular with near retirees as it is with those who recently entered the retirement zone. While...
September 01, 2008
Disclosure TimeThe Department of Labor's (DOL) recently proposed rule on 401(k) plan fee disclosure is being hailed by industry officials as a step in the right...