Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Hanging On to Retirees
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniIf employers want to hold onto their employees, they have a narrow window of up to two years in which they may be able to change retiring workers' decisions by offering them a "toolkit" of incentives to remain with the company, according to results of a recent survey of the...
July 23, 2008
Screwed by the SEC - Your reactionsNever thought the word "naked" would be so loaded. Had quite a bit of reaction to last week's post on short selling. Call it lost...
July 22, 2008
Social Security Administration launches online retirement calculator --But is it useful?Those who have enough Social Security credits to qualify for benefits can now visit the Social Security Administration's new online retirement calculator to view an...
July 22, 2008
Boomer business96% - Percentage of boomer business owners who think succession planning is important, however, 87 percent do not have a written plan. 7.7 -...
July 21, 2008
Two politicians and an oil billionaireI don't usually pay much attention to media advisory press releases from Washington. It's usually a junior senator out to make a name for themselves...
July 18, 2008
Misunderstanding Mac, Mae and MurphyI'm getting hammered for my fatalistic attitude about the credit and housing crunch. One reader called me a fatalist and a narcissist (of course; that's...
July 16, 2008
Senate proposes ban on 401(k) debit cardsDebit cards linked to 401(k) accounts are far too easy to abuse, lawmakers are saying. For every $1,000 drawn from retirement savings, an estimated $10,000...
July 16, 2008
Selling us all shortGotta love rule-making by enforcement. If ever there was a tool specifically to look for scapegoats, this is it. A particular action may not be...