Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Income Barista
By Ken ZiesenheimAs many advisors know, the biggest challenge facing millions of retiring baby boomers is income (or lack of) as they necessarily begin to rely on...
August 01, 2007
Insuring a Secure RetirementA retirement planning strategy that was popular in the 1980s but fell out of favor is being revived: using life insurance to create personal, defined...
August 01, 2007
Working Through RetirementAre your clients putting away enough money for retirement or will they be working at the age of 70 to cover healthcare costs? According to...
August 01, 2007
What Do CPAs Really Want?When consultant Libby Dubick wrote a column recently on getting referrals from certified public accountants, she was deluged with calls and e-mail from frustrated financial...
July 26, 2007
Unprepared, Yet ConfidentWhen it comes to retirement planning, minority workers lag quite far behind the rest of the American population, according to the Employee Benefit Research Institute's...
July 26, 2007
Staying SuppleCareful and thorough retirement income projections go a long way toward safeguarding the future, but life is full of so many twists and turns that...
July 19, 2007
Fiduciary FirstThe pension plan of Rockford, Illinois-based Savant Capital Management, is the first in the U.S. to be certified by the Centre for Fiduciary Excellence (CEFEX), based in Toronto. The criteria for certification include "22 fiduciary practices that seek to increase long-term investment performance by diversifying the portfolio across multiple asset...
July 19, 2007
Employers Continue to Ditch DB PlansMore and more pension plan sponsors are either closing their defined benefit pension plans to new hires or have frozen it to all participants because...