Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Thanks, Starbucks: How Daily Spending Hurts Retirement Savings
By Michael S. FischerSimple costs add up: Think Starbucks, Uber and monthly purchases at Bloomingdales. Oh yeah, and Americans love to dine out.
March 08, 2016
Senators Question Timing of DOL Retirement StudyThe senators "are simply seizing on even the thinnest of pretexts to criticize" DOLs forthcoming rule, argues consumer advocate Barbara Roper.
March 08, 2016
11 Best & Worst Broker-Dealer 401(k) Plans: 2016The difference between a high-rated and a low-rated plan can add up to tens of thousands of dollars in lost savings, according to BrightScope.
March 04, 2016
4 Things You Need to Know About the Social Security Spousal BenefitHere are the four situations in which a spouseor former spousecan collect Social Security, when, how much, and how to do it.
March 04, 2016
Time to Rethink TDF Use in Retirement Plans: Financial EnginesPlan sponsors favorite default investment isnt appropriate for all of their participants, and education isnt enough to change their behavior, Financial Engines says.
March 04, 2016
Retirement Plan Sponsors Have ‘Succumbed to Short-Term Pressures’: MFSThree-quarters of plan sponsors say they will put an investment manager under review based on underperformance over one or three years, MFS finds.
March 03, 2016
How an Aging Work Force Can Thrive in the Digital EconomyDigital technology done right can keep the worlds aging populations independent, active and working longer than previously possible, the OECD says.
March 02, 2016
Retirement Income 25% Lower for Women: NIRSWomen past traditional retirement age have about 25% lower incomes than men of the same age, according to the National Institute for Retirement Security.