Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Country Financial: Most Americans Expect a Recession, But Only Half are Prepared
By Warren S. HerschSurvey finds that 74% of those with a financial plan are prepared for a second economic downturn, as compared to 41% of those without a financial plan.
November 09, 2011
California's Pension Overhaul Plan Draws Praise, Doubt from Analyst (LA Times)Legislative office lauds the bid to combine the existing system and 401(k)-type savings for future state workers but says altering benefits for current employees will be hard, 'perhaps impossible.'
November 08, 2011
Retirement Saving For Procrastinators (SmartMoney)The percentage of your annual salary that you put into savings for retirement might be lower than you think, so long as you're willing to spend a few extra years in the office.
November 07, 2011
Target-Date Funds Payout Often Misunderstood: SurveyDefined contribution plan participants, by and large, understand what target-date funds are and how they work, with a notable exception: they have unrealistic expectations about what those funds will provide upon retirement, according to a survey from AllianceBernstein released Monday.
November 02, 2011
Five Good Questions for Behavioral Economist Dan ArielyWhen it comes to making decisions, using emotions is likely to be unsuccessful or lead us astray; money isnt unique in that regard.
October 31, 2011
How to attract better clientsGetting prospects to know you before they ever meet you is the best way to build a great client base.
October 26, 2011
Latinos Lagging On Retirement Savings, Says Pew (NPR)They're the largest minority group in the U.S., and they're underserved by advisors. Just 10 percent of Latinos have individual retirement accounts, compared to 35 percent of non-Hispanic whites.
October 24, 2011
Putnam Introduces Funds, Tool to Help Retirees Manage IncomePutnam Investments on Monday officially launched its Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a retirement income analysis tool that can be used with the funds to make sense of the complexities presented by the savings withdrawal phase of retirement.