Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Less is More
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniJust as some fashion mavens believe that less is more, so, too, do a growing number of plan sponsors, who in anticipation of new rules...
September 14, 2007
Workers/Retirees Hanging Onto HomesAmid a shaky housing market, the majority of Americans (73%) say they plan to hold on to their homes--one of their biggest assets, while 21% of working Americans who are five years from retirement also plan to stay in their homes during their golden years, according to the latest Principal...
September 07, 2007
New Tool for AdvisorsFidelity Investments will be rolling out a Web-based retirement income planning tool during the month of September through its three advisor-servicing units: Fidelity Investments Institutional Services Company (FIIS), National Financial, and Fidelity Registered Investment Advisor Group (FRIAG).
September 06, 2007
Protecting the ElderlyLawmakers, the Securities and Exchange Commission, and state regulators are bent on making sure advisors with designations touting expertise when it comes to helping seniors are closely scrutinized.
September 01, 2007
Young Rebel With a CauseAmong the younger generation of planners, Aaron Coates of Compass Wealth Advisors in Elkhart, Indiana, is a visionary. He embraces the revolutionary approach of letting...
September 01, 2007
Lesson 8: Defined Benefit Pensions: Winners & LosersMost professionals in the financial services industry are now aware of the continuing decline of traditional private-sector defined benefit (DB) pensions. Each new company press...
September 01, 2007
Failure to Compute?Are computer models that meet the statutory requirements set out in the Pension Protection Act (PPA) an effective tool to use to provide investment advice...
September 01, 2007
Virtual Meeting OptionsGoTo Meeting Cost: Starting at $49 a month. Mac/PC?: Can join from Mac, but not host meetings. Hosted?Server based?: Both. Bells and Whistles: Record meetings and archive on desktop,...