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.
How to Tell Clients They Can't Retire Yet
By Ed McCarthy, CFP, RICPIt is tough to give clients the news that their finances won't support their desire to retire from work immediately. Here's how five top advisors handle that situation.
July 29, 2010
BofA's Krawcheck Unveils Merrill's Affluent Investor SurveyOn a conference call on July 28, Sallie Krawcheck, president of Bank of America Global Wealth & Investment Management, revealed the results of the Merrill Lynch Wealth Management Affluent Insights Quarterly survey of 1,000 affluent investors.
July 29, 2010
What Keeps Affluent Investors 'Up at Night?'The list of worries broadens and deepens.
July 23, 2010
DC Plans Focused on Responding to Recent Regulatory ActionSponsors of defined contribution (DC) plans are focused on responding to Department of Labor and Internal Revenue Service activities, a new Mercer survey of plan sponsors finds.
July 15, 2010
Allianz Global Investors Takes Pulse of Mass Affluent InvestorsAffluent investors have yet to translate their expectations of the markets into more realistic retirement planning, according to results of a nationwide survey of mass affluent investors by Allianz Global Investors (AGI) released Wednesday, July 14.
July 14, 2010
EBRI Says Half of Boomers Likely to Outlive Retirement SavingsA study by the Employee Benefit Research Institute (EBRI) finds 64% of Americans in the two lowest income levels will run short after 10 years in retirement.
July 12, 2010
LIMRA: Are Pre-Retirees Like the Grasshopper or the Ant?Much like the fable "The Grasshopper and the Ant," a new LIMRA research report notes pre-retirees fall into two categories: those that have diligently prepared and saved for retirement (the ant) and those who have not (the grasshopper).
July 12, 2010
LIMRA: Many Pre-Retirees Sinking Toward Disaster (CORRECTED)Fewer than half of pre-retirees have anything resembling adequate retirement savings.