Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Fixed Annuities and Rising Interest Rates: Can They Mix?
By William H. Byrnes, Robert BloinkSeveral insurance carriers have introduced annuities designed to take advantage of rising interest rates.
April 07, 2016
Older Voters Demand Leadership on Social Security From Next President: AARP PollEighty-two percent of voters 50 and older in an AARP survey said a basic threshold for presidential leadership was having a plan for Social Security.
April 07, 2016
Helping a New Generation of Women Get Control of Their FinancesPlanner Patricia Allen uses her "Life by Design" program to talk frankly with her female clients about meshing their financial goals and personal values.
April 06, 2016
Wade Pfau: Retirees Should Consider Reverse MortgagesUsing reverse mortgages strategically can help improve clients retirement sustainability and build a larger legacy to leave their heirs, the American College professor says.
April 06, 2016
Lawsuits Won’t Stop DOL Fiduciary Rule, Perez SaysOpponents to the rule are on the "wrong side of history," said Labor Secretary Thomas Perez.
April 06, 2016
How the DOL Fiduciary Rule Will (and Won’t) Affect RIAsAn early look at the final rule suggests a lesser impact, though compliance caution is still warranted.
April 06, 2016
Perez: Final DOL Fiduciary Rule Includes Big Changes to Deadlines, BICEWe listened, we learned, we adjusted, Labor Secretary Thomas Perez said, and youll find that in the final rule.
April 05, 2016
Advanced Retirement Planning: Avoiding the Post 70 ½ RMDsClients can avoid taking RMDs by working past 70 , but the rules are extremely specific and planning is necessary to avoid the tax hit.