Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
I'll Tell You What Heartless Really Is
By Bob Clark, Bob ClarkI recently received an email from a financial planner who "felt he had to respond" to my writing about what it means to be a...
June 01, 2007
Lesson 5: Spending Buckets and Financial PlacebosIn an earlier lesson I argued that a bear market early in retirement -- i.e., when you start withdrawing money from a portfolio -- can...
June 01, 2007
The Independent AdvantageIf you're an independent advisor, take a few seconds and feel the love. Industry research shows that more investors who chose an advisor within the...
June 01, 2007
Helping Navigate the Product SeasSteve Zaleznick has funneled his years of expertise as head of AARP's financial services company to create a niche service for baby boomers and seniors...
June 01, 2007
NEWS & PRODUCTS, June 2007SEC Chairman Christopher Cox said the SEC's examination of what goes into a 401(k)--such as expenses of the underlying funds--which the regulator is performing in...
June 01, 2007
Consolidate and Refer"If you look at an advisor's practice today and what's going to happen in the future, there are some outside pressures that will affect the...
May 25, 2007
TD Ameritrade to Acquire Fiserv's Advisor UnitTD Ameritrade Holding Corp. has signed an agreement to acquire Fiserv Inc.'s Fiserv Investment Support Services (ISS) operation, which Fiserv says manages 300,000 retirement, trust,...
May 24, 2007
Final 409A Regs Both Blessing and CurseEmployers and benefit professionals who had been eagerly awaiting the IRS's recently released final regulations for its Code Section 409A, the section of the tax...