Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Global Retirement Preparedness Slowing, Study Shows
By Danielle AndrusInvestors in some areas have increased savings while others reported a decreasing sense of personal responsibility for saving, according to a report by Aegon.
May 27, 2016
Pension Plan De-Risking Is On the Rise: SurveyLonger life expectancies and higher insurance premiums are driving pension costs sky-high.
May 26, 2016
17 Unexpected Expenses in RetirementHelp clients learn about these potentially unforeseen retirement costs, which can cause both major and minor financial fallout.
May 25, 2016
Would You Rob Your Retirement to Pay for Your Startup?Rollovers-as-business-startups (ROBS) transactions are an unusual, and risky, way for investors to fund their own venture. Are they worth it?
May 25, 2016
Summer Planning for Stress-Free FunSummer is a season of recreational fun and personal relaxation. Unfortunately, summer is also the riskiest season of the year.
May 24, 2016
Risk Tolerance in Retirement PlanningDavid Littell and Michael Finke of The American College discuss client happiness, risk tolerance, and why older people become more vulnerable to making investment mistakes.
May 24, 2016
Mark Kantrowitz: College Financing Ace —The 2016 IA 25Its not surprising that Mark Kantrowitz has become the go-to guy for all things related to paying for college.
May 24, 2016
DOL’s Hauser Warns BDs to Prep for Fiduciary Deadline; AARP to Deploy ‘Mystery Shoppers’Hauser says BDs should be "nervous" if they aren't ready by April; meanwhile, AARP plans to assemble mystery shoppers to see if advisors are complying.