Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL’s Perez Vows to Fight Fiduciary Rule Lawsuit
By Melanie WaddellThe nine plaintiffs, including SIFMA and FSI, seek to have the rule vacated, thrown out by the court.
May 31, 2016
Market Timing Costs Investors Big: DalbarBehavioral missteps and fees caused the average stock investor to underperform the S&P 500 by more than 3 percentage points in 2015, Dalbar found.
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.