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. 1
By Philip J. RomeroThe purpose of decades of saving is to fund decades of spending.
July 20, 2017
Bill to Repeal DOL Fiduciary Rule Passes House PanelAlso, Trumps DOL releases spring reg agenda as industry prods Labor to extend Jan. 1 compliance date, RFI comment period.
July 19, 2017
Best Countries for Citizenship by InvestmentThe CBI Index ranked 12 countries citizenship by investment programs to find the fastest, cheapest areas to establish dual citizenship.
July 18, 2017
How American Families Pay for College: 2017Sallie Maes 10th survey of parents and children shows that parents are saving less and students are borrowing more.
July 18, 2017
Money Trumps Love as Millennials’ Biggest Worry: BMO SurveyMillennials lack of financial literacy is a major impediment to meeting financial goals, BMO reports.
July 18, 2017
Trending QDIAs Unlock Retirement IncomeNew studies have shown that the recent evolution of QDIA options is likely to drive 401(k) plan participants future access to lifetime retirement income options.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 17, 2017
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio ProductsAlso, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.