Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Advisor Profile
By Elizabeth D. FestaWhen Jason Mattox speaks at broker/dealer and investment advisor conferences, he has one message to convey: real estate should be in clients' portfolios, preferably non-publicly...
September 01, 2006
Pension Act SignedWhile pension experts say the recently passed Pension Protection Act of 2006 will indeed help remedy the funding problems that have plagued defined benefit (DB)...
September 01, 2006
Some Good News on PensionsAdvisors are hailing the recently passed pension reform legislation as a treasure trove of goodies that's long overdue. The whopping 900-page legislation, called the Pension...
August 23, 2006
Big Changes Since 1960The passage and signing into law of the Pension Protection Act of 2006, which is aimed at pushing companies to shore up their pension plans and ensure workers get their promised retirement benefits
August 23, 2006
Boomers Need HelpIt seems that every newspaper, magazine and television news program of late has covered the subject of baby boomers and retirement. Yet, despite the deluge of news and information available to the public, the general feeling in the retirement planning industry is that most boomers are still not equipped to...
August 18, 2006
Pension Reform Becomes LawPresident Bush signed the Pension Protection Act of 2006 into law August 17, marking the most comprehensive overhaul of the pension system since 1974.
August 02, 2006
Podcast: Roger Ibbotson on Asset AllocationA big challenge for advisors is allocating client assets to fund longer retirements, without an undue increase in risk. Some advice from the founder of Ibbotson Associates in this exclusive IA Podcast.
August 01, 2006
Behind the NumbersInvesting in international stocks and bonds has become par for the course among those seeking to get the best out of the markets for their...