Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Retirement Reporting: The Best It Will Get
By John SullivanI forget how easy it is to get steeped in the echo chamber.
April 18, 2011
Seniors afraid policy changes will hurt retirement plansAccording to LIMRA research, more than half of retirees, ages 55 to 79, fear changes to Medicare, Social Security and taxes will affect their ability to afford retirement.
April 15, 2011
Consultant: Client Mix Affects Advisor Income AwarenessFinancial professionals with a higher percentage of clients in or nearing retirement seem to be more interested in income planning issues, according to experts who spoke at a recent National Retirement Planning Week event.
April 14, 2011
Consultant: Client Mix Affects Advisor Income AwarenessFinancial professionals with a higher percentage of clients in or nearing retirement seem to be more interested in income planning issues, according to experts who spoke at a recent National Retirement Planning Week event.
April 14, 2011
What's the Score at Halftime? Are Your Clients Ready to Generate 30 Years of Retirement Income?Although the market has made a significant recovery in recent months and interest rates are expected to rise, a low interest environment is typically a difficult time for sales of insurance products.
April 14, 2011
Pershing Expands Retirement Focus With ‘Retirement Power Play’ PlatformNew website helps advisors capture retirement assets as money moves.
April 14, 2011
ASPPA Asks SEC to Exempt Retirement Planners From Dodd-Frank Muni RulesThe Dodd-Frank act should not extend muni advisor registration requirements to people who work with government retirement plans, ASPPA told the SEC.
April 14, 2011
Boomers Gloomier Than Gen X/Y on RetirementAccording to a study released Tuesday by MFS Investment Management, baby boomers are definitely feeling the heat in the markets and are worrying about the feasibility of retirement, while Gen X/Y investors are both saving and investing more, indicative of higher confidence levels.