Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Income Planning A Lifelong Process
By Jim ConnollyIs income planning a way of life? And if it isn't, should it be?Financial advisors as well as insurance executives say that the need for ...
February 01, 2007
A Progress Report on Fee-Based BusinessThe industry's exhortation about the appeal of the fee-based business model has never been more emphatic. Firms are pushing it. Advisors are embracing it --...
February 01, 2007
Buying Access to the Big PlansTransparency, a commitment toward service, and a range of low-fee investment options offered on an open architecture platform. This is the cornerstone of the Schwab model...
February 01, 2007
Taking Advantage of the Pension Protection ActThe Pension Protection Act (PPA) signed into law last August is among the most important and comprehensive pieces of legislation in several decades, and a...
February 01, 2007
The Near Future in Retirement PlanningBesides Department of Labor (DOL) fee-disclosure rules requiring mutual fund companies and retirement plan providers to disclose the amount they are charging and to whom,...
February 01, 2007
Clear Road AheadAs the Department of Labor and Congress zero in on disclosure of fees associated with qualified retirement plans, the independent broker/dealer Commonwealth Financial Network recently...
February 01, 2007
News & ProductsThe Tax Relief and Health Care Act (H.R. 6111), which passed the House and Senate in early December, is being hailed as a bill that...
February 01, 2007
Meeting the MinimumsMr. Saarf, my seventh-grade geography teacher, once pulled me into the hallway to give me what I'm sure he thought was a motivational speech. He...