Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 2
By Philip J. RomeroClients will need to undertake a paradigm shift in thinking, redesigning their portfolios to produce predictable income in the new normal.
August 07, 2017
Middle-Income Boomers Face ‘New Retirement’Two-thirds of boomers say they have not personally benefited from any economic recovery since 2007, Bankers Life finds.
August 04, 2017
Don’t Think Retirement Plans Are Safe From Tax ReformThe tax break on contributions to qualified retirement plans is still an attractive source of revenue to an administration needing a win on tax reform.
August 03, 2017
Isn’t It Really a Longevity Crisis?What we call the retirement crisis is actually the much larger problem of not being prepared to live longer.
August 01, 2017
Managing Medicare: Tips and Tricks to Minimize CostsPostretirement health care costs can be huge, but there are steps that can be taken to reduce the cost of Medicare coverage.
August 01, 2017
Judge Hammers DOL on Fiduciary Rule’s BICEIm sort of befuddled about why this whole hornet's nest was created, a judge on the three-judge panel said.
July 31, 2017
New Report Suggests Fixes to LTC Financing ChallengeFinancing of LTC continues to plague lawmakers as people live longer and the number of dementia cases continues to skyrocket.
July 31, 2017
Fidelity Trims Index Fund Fees, Challenging VanguardThe firm cuts total expenses by nearly 10 basis points in move to capture more passive-investor assets.