Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Most Americans Have $0 Saved for Retirement: NIRS
By Emily ZulzThe National Institute for Retirement Security examines the retirement account balances, or lack thereof, for all working-age individuals.
September 12, 2018
Investing After Retirement: Hit the Gas or Hit the Brakes?Marguerita Cheng, CEO of Blue Ocean Global Wealth, weighs in on retirement income vs. assets; buying annuities; Social Security; and the situational benefits of reverse mortgages--yes, reverse mortgages.
September 11, 2018
25 Best Countries for Retirement Security: 2018The U.S. rose a notch in this year's ranking by Natixis Investment Managers.
September 11, 2018
3 Tips for Preparing Clients to Spend Their Retirement Savings"Decumulation" shouldn't be a word that clients are introduced to on their 65th birthdays.
September 10, 2018
5 Quick Facts About Millennials' Retirement SavingsGuideline 401(k) studied 5,400 millennials and their savings habits.
September 10, 2018
Betterment Offers Stage-of-Life Advice PackagesA menu of financial packages offer quick and relatively inexpensive plans and advice from CFPs.
September 10, 2018
Younger Workers Favor Target Date Funds: StudyTDFs' heavy equity focus for early-career employees attracts younger investors, a report from EBRI and ICI says.
September 05, 2018
What Trump's Order on RMDs, MEPs Can and Can't Do"Father of 401(k)s" Ted Benna, Andy Friedman and others weighed in on what to expect from Trump's directive.