Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio Products
By Emily ZulzIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
Treasury to Wind Down Obama MyRA ProgramDemand for and investment in the myRA program has been extremely low, Treasury said.
July 28, 2017
10 Best & Worst Broker-Dealers: Q2 Earnings, 2017Most large financial firms with broker-dealer operations have reported their results for the quarter.
July 25, 2017
25 Best Countries for Retirement Security: 2017In the annual report from Natixis Global Asset Management, the U.S. fell three notches in its ranking since last year.
July 24, 2017
Social Security Survivor Benefits: Don’t Just Survive, MaximizeThe extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
July 21, 2017
For Wealthy Pre-Retirees, What Beats Financial Security?Affluent retirees shun traditional asset allocation guidance to reduce equities with age.
July 21, 2017
Top-Rated 529 College Savings Plans: Savingforcollege.comThere are 17 plans with top rankings based on their flexibility, costs, investment performance and more.
July 21, 2017
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 1The purpose of decades of saving is to fund decades of spending.