Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Not So Bad After All?
By Kara P. StapletonAs an advisor, you may have seen first hand that planning for retirement and deciding how to spend that money can spark disagreement between couples...
December 01, 2007
Target Date: NowA few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...
December 01, 2007
Too Many OptionsThe defined contribution (DC) plan has become an increasingly important part of retirement planning in Europe, and experts believe it will continue to gain ground...
December 01, 2007
Grasping the New 403(b) RulesWhile critics have said the new rules regarding 403(b) plans will pile on the paperwork, there are definite upsides to the pending changes, retirement experts...
November 20, 2007
A Low Cost 401(k) PlanSt. Louis-based Blue Ocean Portfolios, part of Huntleigh Capital Management, Inc., has launched Ocean 401(k), what it says is one of the lowest cost, full-service 401(k) plans in the industry. With a focus on diversification, low fees and rebalancing, Ocean 401(k) uses low cost index mutual funds to construct and...
November 20, 2007
Bringing Clarity to Equity Indexed AnnuitiesDavid Macchia, CEO of Hingham, Massachusetts-based Wealth2k, a provider of communications technology and multimedia presentations exclusively for the financial services industry, has a great interest--personal as well as professional--in baby boomer retirement security, and his project of the moment involves shedding light on the rather obtuse world of the equity-indexed...
November 19, 2007
Evaluating adult day care centersVisit each center twice - once at an appointed time and once unannounced. And bring your loved one with you at least once. Talk with older adults who are at the center, and their family members, if possible, and pay close attention to thei
November 08, 2007
Principal Creates ESOP ToolAn insurer has developed a Web-based system aimed at companies with employee stock ownership plans.Principal Financial Group Inc., Des Moines, Iowa, says its new My ...