Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Advising on guaranteed living benefits
By Ed McCarthy, CFP, RICPGuaranteed living benefits remain popular with indexed annuity and variable annuity (VA) buyers. Find out how one advisor finds success with GLBs.
March 01, 2015
The psychology of retirement income planningJust because you love building a particular type of income plan doesnt mean its best for the client.
February 26, 2015
Boomers’ Newfound Freedom Changes How They See HomeAround age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
February 25, 2015
UBS Gets Behind BucketsEven the most exemplary investment in theory, with high expected returns, doesnt cut it if your goal is to pay a bill due next month.
February 25, 2015
How retirement plan data can create sales opportunitiesIf you're chasing the large group space, you might be missing a big opportunity and it all starts with data that's publicly available.
February 24, 2015
Christie Seeks to Roll Back Pension PaymentsNew Jersey Governor Chris Christie's move comes a day after a judge said he broke state law by withholding $1.6 billion from the retirement system.
February 24, 2015
Chris Christie seeks to roll back pension payments after rulingNew Jersey Governor Chris Christie seeks to contribute $1.3 billion to the state's government-employee pensions.
February 24, 2015
Fiscal hawks should love cheap retirement plansThey should rally around this idea as a way to hold down taxes.