Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
FPA Partners With TD Ameritrade to Boost CFP Content
By Janet LevauxThe new educational materials will be showcased Oct. 1-4 at the 2017 FPA Annual Conference in Nashville.
September 26, 2017
Young Investors, Pt. 2: Get Off the ‘Hedonic Treadmill’More attention on retirement planning should be paid to those in their 20s through 40s, who still have the time to avoid their parents mistakes.
September 26, 2017
Here’s How Financially Naive Millennial Parents AreAccording to Personal Capital, 70% say they favor saving for their kids college education over saving for retirement, a strategy advisors usually oppose.
September 26, 2017
Young Investors, Pt. 1: Learn From Boomers’ MistakesMore attention on retirement planning should be paid to those in their 20s through 40s, who still have the time to avoid their parents mistakes.
September 26, 2017
How ‘New Frugality’ Influences Boomers’ Rising Retirement OptimismMillennials are better positioned for retirement than Gen Xers, Allianz Life reports.
September 25, 2017
Having Children Can Ruin Your RetirementOne obstacle is the $9,400-per-year "motherhood penalty."
September 22, 2017
Boost College Savings Act Calls for Employer Match on 529 PlansThe bill also allows unused savings to be rolled into a Roth IRA or ABLE account.
September 21, 2017
New Group Lobbies DOL on Fixed Indexed Annuities’ Treatment Under Fiduciary RuleFixed Annuity Consumer Choice Campaign wants fixed indexed annuities taken out of BICE.