Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Five Questions for the Retirement Advisor
By Ed McCarthy, CFP, RICPMarilyn Littlejohn, CFP, branch manager, Raymond James & Associates Inc., St. Petersburg, Fla. 1. Which retirement issue has hit you or your clients out of left...
August 01, 2008
Consolidation CrunchThere's a coming consolidation among consumers'--particularly boomers'--use of products and services that will force advisors to hone their skills if they expect to retain these...
August 01, 2008
Catching up with...Mitch PolitzerA survey commissioned by Ameritas Advisor Services and conducted by Spectrem Group this spring found that while advisors are justifiably concerned with providing income to...
August 01, 2008
Kids' College vs. Parents' RetirementIf your clients are complaining about the increasing difficulty of both saving for their kids' education and putting funds away for retirement, pay attention. A...
August 01, 2008
Covering the Costs of Long-Term CareA recent survey by the Lincoln Retirement Institute (or LRI) points to a long-term care risk exposure among boomers. The results showed that many boomers...
August 01, 2008
Like Elder, Like Adult Child"Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement," says Generational Differences in Retirement...
August 01, 2008
Insuring 401(k) Success Via AnnuitiesMichael Salley is one of those ever-growing group of advisors who have become independent and taken their Wall Street knowledge to Main Street, bringing along...
August 01, 2008
Investor Spending: RiskA generic retirement planning process should first build a floor under the retiree's income and spending risks. In a second stage, it should create upside...