Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Helping Clients Recover Their Retirements: Pt. 1
By Philip J. RomeroThis column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
August 29, 2017
Retiring This Year? Here’s What You’ll Pay for Health CareFidelity's annual cost estimate shows health care costs are up 70% since 2002, though the year-over-year increase is smaller.
August 28, 2017
3 Essential Components of Financial Planner SatisfactionIn addition to feeling respected, employees crave a culture that fosters growth, be it through mentorship or ongoing opportunities for continued learning.
August 28, 2017
New Solutions for Familiar Retirement ChallengesDuring a recent class on investing basics she taught to a group of women, Kristen Euretig, a financial advisor in Brooklyn, New York, was asked many questions about 401(k) plans.
August 25, 2017
Don’t Use Reverse Mortgages to Fund Social Security Delay, CFPB WarnsThe consumer watchdog explains why reverse mortgages shouldnt be used to fill the income gap while delaying Social Security.
August 24, 2017
How Wall Street Gets Rich Off SaversA recent study on investment consultants to retirement plans should give the industry pause.
August 24, 2017
Financial Stress Could Cost Employers Up to $250B in Lost Wages AnnuallyEmployees spend 5 to 13 work hours per month worrying about personal finances, Mercer reports.
August 24, 2017
Treasury Bill Rates Surging as Debt-Ceiling Deadline ApproachesRates jumped after Trump threatened a government shutdown to get Congress to pay for Mexican border wall.